Lighthouse Capital provides investment management, financial planning, and 401(k) consulting services to individuals, families, and corporations. For investment management, Lighthouse Capital works with clients to determine their goals and risk tolerance, then builds a suitable investment portfolio using stocks, bonds, mutual funds, and other securities. Financial planning can be comprehensive or goal-specific. The 401(k) consulting is for corporations only.
Assets Under Management$32M
Clients130
Advisors1
Avg. per Client$250K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $500K | 1.45% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.05% |
| $2.5M+ | 0.90% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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