First Light Financial provides financial planning and investment advice to individuals. Services include initial portfolio design, financial planning analysis, investment recommendations, account setup, and ongoing account management. Investment recommendations often include mutual funds, treasury securities, and brokered certificates of deposit. First Light Financial manages accounts held at Charles Schwab & Co., Inc.
Assets Under Management$16M
Clients24
Advisors1
Avg. per Client$650K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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