Lighthouse Wealth Management provides comprehensive wealth management services, focusing on financial planning and investment advisory. The firm creates personalized financial strategies addressing personal records, taxes and cash flow, death and disability, retirement, and investments. For investment management, Lighthouse Wealth Management supervises client investment assets, billing quarterly in arrears based on market value. The firm generally requires a minimum account size of $500,000, though exceptions can be made, and may impose a minimum annualized fee of $5,000 for accounts under that threshold. Financial planning is available on an hourly or fixed-fee basis, with fixed fees scaling according to net worth tiers. Lighthouse Wealth Management also assists with insurance recommendations through its managing member who holds life and health insurance licenses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are typically billed quarterly in arrears. Fees may be negotiable under some circumstances, and fixed fee arrangements are available.