Red Lighthouse Investment Management creates broadly diversified investment portfolios tailored to each client's needs. They focus on asset allocation and structured portfolio management, primarily using low-fee index funds and other passive investment products. Red Lighthouse constructs portfolios based on a client's risk tolerance, financial objectives, and individual requirements, rebalancing investments as needed.
Assets Under Management$610M
Clients110
Advisors1
Avg. per Client$5.6M
Avg. per Advisor$610M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for amounts over $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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