Lamplighter Capital Management

Fee-Only (% of Portfolio)

Lamplighter Capital Management manages investment portfolios for individuals, institutions, and private investment partnerships. Lamplighter invests client assets in a wide range of public securities and other assets. Lamplighter primarily employs fundamental security analysis to identify attractive investment opportunities and may also consider technical indicators, cyclical indicators, and chart-based indicators when making investment decisions.

Assets Under Management$1.4M
Clients7
Advisors1
Avg. per Client$200K
Avg. per Advisor$1.4M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

For Non-Qualified Clients, Lamplighter charges 2.00% of the value of your portfolio per year. For Qualified Clients, Lamplighter charges 1.00% of the value of your portfolio per year, plus 10.00% of net investment gains.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm