Shining Light Investment Corporation provides investment advice and portfolio management to individuals, high net worth individuals, small businesses, and non-profit organizations. Shining Light offers several advisory programs, including managed portfolios, strategic asset allocation, flexible managed accounts, third-party manager programs, and SEI mutual fund portfolios. Shining Light acts as a fiduciary, committed to acting in the client's best interest.
Fee Structure
Shining Light Investment Corporation offers several investment management programs. The fees are as follows:
- Tax-Deferred Strategies (TDS) Managed Portfolios: Up to 3.00% annually
- Flexible Managed Accounts (FMA): Up to 3.00% annually
- Outside Investment Monitoring Accounts: Up to 1.00% annually
- Retirement Plan Advisory Services: Up to 1.00% annually
Shining Light may also charge an upfront placement fee for the initial allocation, which is not included in the annual maximum. Advisory fees are negotiable at the sole discretion of Shining Light.