White Lighthouse Investment Management manages investment portfolios and provides personalized financial planning for Americans and multinational families living in the United States and abroad. The firm focuses on retirement planning, tax strategies, estate planning, and cross-border financial issues such as international relocations, foreign trusts, and dual-citizenship planning. White Lighthouse builds diversified portfolios primarily using low-cost exchange-traded funds and mutual funds tailored to each client's goals and risk tolerance. The firm operates on a fee-only basis, meaning they are compensated solely by their clients and do not receive commissions or third-party payments.
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% |
First $1,000,000 of investment management is included in the $10,000 annual fixed fee under the Professional Level. Additional AUM fees apply above $1,000,000.