First Light Investment Advisors

Fee-Only (% of Portfolio)

First Light Investment Advisors provides investment advisory services, managing portfolios on a discretionary basis according to client objectives. They use a tactical allocation strategy aimed at reducing risk and increasing performance, potentially using listed securities and options. First Light tailors its services to individual client needs based on meetings and conversations, addressing any restrictions clients wish to impose on investments.

Assets Under Management$12M
Clients41
Advisors3
Avg. per Client$300K
Avg. per Advisor$4.1M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3 Advisors at this firm