Enlight Financial provides investment advisory and financial planning services. They manage portfolios based on client objectives, using a tactical allocation strategy to reduce risk and increase performance. They may use various securities, including stocks, bonds, and mutual funds. Financial planning services may include recommendations for portfolio customization and tailored investment advice.
Assets Under Management$22M
Clients24
Advisors1
Avg. per Client$940K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable. Minimum annual fee of $5,000 may apply if investment management fees are less than $5,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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