Lighthouse Financial Services manages investment portfolios and provides financial guidance, financial planning, and tax preparation services for individuals, high-net-worth clients, and businesses. Lighthouse Financial Services offers ongoing investment supervisory services using various strategies tailored to client goals and risk tolerance, including equity growth, asset allocation, dividend growth, and various fixed-income strategies. For clients with smaller portfolios below $200,000, Lighthouse Financial Services provides Annual Financial Guidance Services covering goal-setting, cash flow modeling, and non-discretionary investment advice. The firm also offers separate tax preparation services and pension consulting for employee benefit plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
New clients in equity or fixed income strategies are subject to a minimum fee of $600 per quarter. Minimum portfolio size is $200,000 for equity and $400,000 for fixed income, which can be negotiated.
