Lighthouse Financial aims to grow client assets through investments in stocks, bonds, mutual funds, and exchange-traded funds. They offer ongoing investment management and financial planning guidance, starting with a written financial plan and investment policy statement. They also offer hourly consulting and financial planning services, including portfolio reviews and investment analysis, without managing investments. Services are tailored to client needs, goals, and risk tolerance.
Assets Under Management$760M
Clients134
Advisors1
Avg. per Client$5.6M
Avg. per Advisor$760M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Mutual Funds and Exchange Traded Funds are charged a discounted annual rate of 0.4% and individual bond investments incur a reduced annual fee of 0.20%. There is no charge for cash assets held within an account. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...