Lighthouse Advisory Services, Inc. offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They also provide pension consulting services to employee benefit plans and financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. The firm primarily recommends mutual funds, equities, bonds, fixed income, debt securities, ETFs, real estate, REITs, insurance products including annuities, private placements, and government securities.
Assets Under Management$7.9M
Clients45
Advisors1
Avg. per Client$180K
Avg. per Advisor$7.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...