Lighthouse Wealth Management offers financial planning and investment management services. Financial planning covers tax, estate, retirement, debt management, and college savings. Lighthouse manages investment portfolios based on individual client needs and goals. Lighthouse acts as a fiduciary, meaning they are legally required to act in your best interest and does not sell products or receive commissions.
Assets Under Management$200M
Clients79
Advisors2
Avg. per Client$2.5M
Avg. per Advisor$100M
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Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The standard advisory fee ranges up to 1.00%, depending largely upon the size and complexity of a client’s portfolio. This fee is generally not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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