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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |