Lighthouse Wealth Management, LLC is a registered investment advisor founded in January 2020 and based in Camp Hill, Pennsylvania. The firm offers comprehensive financial planning and investment management services, holding itself to a legal duty to act in each client's best interest. Lighthouse specializes in creating individually tailored investment portfolios—typically using no-load mutual funds and exchange-traded funds—based on a client's personal goals, risk tolerance, and tax considerations. In addition to managing investments, Lighthouse provides financial planning that covers retirement, tax strategies, estate planning, debt management, and college savings. The firm operates as a fee-only advisor, meaning it receives compensation solely through professional fees paid directly by clients and does not sell financial products or earn commissions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard advisory fee ranges up to 1.00% depending on the size and complexity of the client's portfolio and is generally not negotiable.
