Lighthouse Financial Services offers investment management based on your goals and risk tolerance. They also offer annual financial guidance services for clients who don't meet the minimum account size. Financial planning covers investments, insurance, taxes, retirement, education, and debt. Lighthouse also provides tax preparation services.
Assets Under Management$470M
Clients461
Advisors4
Avg. per Client$1M
Avg. per Advisor$120M
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Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,400
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% |
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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