LightedWay Advisory Services (LWAS) provides portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. LWAS creates an Investment Policy Statement for each client and constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. LWAS also offers consulting services to pension or other employee benefit plans, including 401(k) plans.
Assets Under Management$120M
Clients269
Advisors1
Avg. per Client$430K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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