Lighthouse Investment Advisors offers investment advice where the client makes the final decision. They provide asset management services, including determining investment goals and risk tolerance. Financial planning is included at no additional cost with asset management. Lighthouse also provides services to qualified retirement plans, acting as a limited scope ERISA 3(21) fiduciary. They may refer clients to third-party money managers and receive referral fees.
Assets Under Management$24M
Clients86
Advisors1
Avg. per Client$280K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable. Financial planning services are available at no additional cost as part of the asset management services fee paid by advisory Clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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