Lighthouse Financial provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. Lighthouse Financial works with clients to identify their financial goals, risk tolerance, and time horizon, and then constructs a portfolio using ETFs, mutual funds, and individual equities. They also offer financial planning services on an hourly or fixed-fee basis.
Fee Structure
Lighthouse Financial charges a percentage of your portfolio annually, ranging from 0.25% to 1.50%. The exact fee depends on the complexity of the services, the amount of assets managed, the complexity of financial planning, and the overall relationship. Fees are calculated monthly based on the value of your investments at the end of each month.