Lighthouse Wealth Management offers investment management and financial planning services tailored to clients' needs. They create investment policies and manage portfolios based on individual circumstances. Financial planning services range from broad-based to single-subject planning. They also offer 401(k) consulting services to employee benefit plans. The firm is also a licensed insurance agency and offers tax planning and preparation services.
Assets Under Management$240M
Clients384
Advisors5
Avg. per Client$620K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.30% |
Schedule is for individuals and corporations. Fees are negotiable for employees. Non-profit charitable organizations have a different fee schedule: 0.70% on the first $2,000,000 and 0.30% on assets over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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