Lighthouse Financial Advisors offers comprehensive financial planning and investment advisory services, including tax, estate planning, risk management, retirement planning, and business development. Lighthouse tailors its services to each client's needs, developing investment objectives based on factors like risk tolerance and liquidity requirements. Lighthouse generally invests client assets in mutual funds and exchange traded funds, and to a lesser extent individual equities, individual bonds, cash, and cash equivalents. Lighthouse also offers financial review services and retirement plan consulting.
Fee Structure
Lighthouse Financial Advisors offers wealth management services for an annual fee that is negotiable and depends on factors such as the scope and complexity of the service, the amount of assets under management, and the qualifications of the professional providing services. Lighthouse generally requires a minimum annual fee of $6,000 for wealth management services. The fee will not exceed 2% of the client’s investment assets under Lighthouse’s advisement.