Brian Foley is a registered investment advisor at Lighthouse Capital, LLC, based in Boston, MA, with 15 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 130 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $500K | 1.45% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.05% |
| $2.5M+ | 0.90% |
Fee Estimator
Location
90 Canal Street, Suite 442, Boston, MA, 02114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian works as an of-counsel attorney for O'Connor & O'Connor, a general practice law firm. He spends minimal time on this activity during trading hours and a few hours per week outside of trading hours.
Employment History
Current Registrations
Lighthouse Capital, LLC
Previous Registrations
Icapital, LLC
State Registrations2 states
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