Lighthouse Financial Services INC
Assets Under Management
$429.8M
Number of Clients
454
Number of Advisors
4
Average Client AUM
$947K
AUM per Advisor
$107.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Lighthouse Financial Services offers investment supervisory services based on client goals and risk tolerance. They also provide annual financial guidance services for clients who do not meet the minimum account threshold. Pension consulting and tax preparation services are also available.
Fee Structure
Minimum Investment:$200K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $600K | 1.20% |
| $600K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.70% |
| $6M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Loading...
Location
3070 Saturn Street, Suite 101, Brea, CA, 92821
