Lighthouse Financial & Consulting Services, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Lighthouse Financial & Consulting Services offers portfolio management tailored to individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. Lighthouse also provides financial planning services covering areas like Medicaid, estate, investment, insurance, tax, retirement, college, and debt/credit planning. They primarily recommend ETFs and U.S. Treasury Bills/Notes.
Assets Under Management$16M
Clients202
Advisors1
Avg. per Client$77K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.08% |
| $2.0M - $3.0M | 0.96% |
| $3.0M - $4.0M | 0.84% |
| $4.0M - $5.0M | 0.72% |
| $5M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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