First Light Wealth Advisors (FLWA) provides financial planning, consulting, and investment management services to individuals, pension plans, trusts, estates, corporations, and business entities. FLWA manages client investment portfolios using mutual funds, ETFs, individual securities, and independent investment managers. FLWA also offers retirement plan consulting services to qualified employee benefit plans. FLWA tailors its services to meet individual client needs and objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fee varies between 0.30% and 1.50%, depending upon the size and composition of a client’s portfolio and the type of services rendered. For asset management services the Firm provides with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), FLWA may negotiate a fee rate that differs from the range set forth above.