Spotlight Investment LLC provides financial planning and non-discretionary asset management services to individuals. Financial planning covers retirement, succession, education, legacy, insurance, investment, budget, tax, major purchase, debt management, business exit, and cash flow analysis. For asset management, Spotlight determines securities to buy or sell but requires client approval before executing any transactions.
Assets Under Management$7M
Clients22
Advisors1
Avg. per Client$320K
Avg. per Advisor$7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Spotlight may charge a lesser investment advisory fee based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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