Compass Lighthouse Capital is a registered investment advisor that uses third-party sub-advisers for portfolio management. They help clients build customized portfolios based on their risk tolerance and investment objectives. Compass Lighthouse Capital also offers financial planning services, ranging from broad-based planning to single-subject consultations. They gather information about your finances and goals to create a written plan designed to help you achieve them.
Assets Under Management$91M
Clients262
Advisors2
Avg. per Client$350K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.45% |
| $5M+ | 0.35% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...