Lighthouse Wealth Strategies is a registered investment advisor based in Gig Harbor, Washington, providing discretionary portfolio management and financial planning services. The firm builds customized investment portfolios or utilizes model portfolios tailored to each client's specific risk tolerance and financial goals, primarily focusing on mutual funds, exchange-traded funds, individual stocks, and bonds. Lighthouse Wealth Strategies serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. Financial planning is offered as a complimentary service alongside portfolio management engagements. The firm operates on a fee-based model, charging a percentage of assets under management, while certain representatives may also act as registered securities representatives or insurance agents, introducing potential conflicts of interest that the firm mitigates by committing to act in its clients' best interests.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 0.00% to 2.00% depending on asset value, complexity, and administration level. Fees are negotiable and household accounts may be combined.