Assets Under Management
$184.1M
Number of Clients
119
Number of Advisors
N/A
Average Client AUM
$1.5M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Lighthouse Financial Management, LLC is a fee-only firm providing personalized financial planning services for individuals, families, trusts, and small businesses. Services include investment management, tax planning, retirement planning, and risk management. They use a comprehensive planning process and may utilize independent managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.50% |
| $1.0M - $5.0M | 0.40% |
| $5M+ | 0.25% |
85 Beach Street, Building D, Westerly, RI, 02891