First Light Wealth

Fee-Only (% of Portfolio)Fixed/Hourly

First Light Wealth offers investment management based on individual client needs, creating portfolios with asset allocation targets. They also provide financial planning services covering business planning, cash flow, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning. Financial planning is offered on an ongoing or project basis.

Assets Under Management$50M
Clients52
Advisors1
Avg. per Client$960K
Avg. per Advisor$50M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm