Street Light Wealth Management provides investment advice and manages investment portfolios for clients. They create financial plans covering investments, insurance, taxes, and estate planning. Street Light also offers 401(k) advisory services, providing portfolio construction advice based on the client's circumstances and available options in their 401(k) plan. They primarily invest in stocks, ETFs, and mutual funds, and may use options strategies.
Assets Under Management$4.5M
Clients10
Advisors1
Avg. per Client$450K
Avg. per Advisor$4.5M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees may be negotiable. Financial plans and 401(k) guidance are included for clients with over $100,000 in assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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