TorchLight Financial provides wealth management investment advisory services, which include both financial planning and investment portfolio management. They also offer financial planning consultation services on an ongoing or project basis. TorchLight Financial works with clients to develop and implement financial plans, monitor progress, and recommend changes as needed. They do not provide legal, tax, or accounting advice, but may coordinate with other professionals.
Fee Structure
TorchLight Financial's Wealth Management Investment Advisory service includes both financial planning and investment management for a flat annual fee, ranging from $5,000 to $30,000 per year, paid quarterly. There is a minimum annual fee of $5,000 for this service. Some grandfathered clients pay based on a percentage of the value of their investments.
