White Lighthouse Investment Management provides investment management and financial services to Americans and multinational families living in the United States and abroad. They create diversified portfolios with a custom-designed asset allocation composed of low-to-moderate cost, high-quality, liquid investments, primarily in the form of Exchange Traded Funds. They also provide financial planning services in the areas of tax, retirement, and estate planning, with a focus on US cross-border issues.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Professional Level clients pay a $10,000 annual fixed fee, which includes investment management for the first $1,000,000. Additional AUM fees apply above $1,000,000. Concierge Level clients pay a minimum annual fixed fee starting at $40,000, and may also pay AUM fees depending on the amount of assets managed.