First Light Asset Management manages investments primarily in healthcare equities for individuals, high-net-worth individuals, institutions, pension plans, corporations, and charitable organizations. They use a long-only strategy focused on identifying high-quality, reasonably priced growth opportunities in publicly traded micro- to small/mid-cap healthcare and life sciences companies. First Light also manages private investment funds. They do not provide legal or tax advice.
Assets Under Management$1.1B
Clients1,077
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$380M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
First Light's fee schedule is negotiable in its sole discretion based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...