LightHouse Wealth Partners is an internet-only registered investment advisor that operates a web-based platform. Through this platform, clients can invest in investment strategies created by LightHouse. LightHouse aims to provide access to advanced quantitative strategies that target relatively more aggressive returns with a higher risk appetite. Clients cannot directly contact LightHouse for investment advice but can contact them for technical and customer service issues via email.
Assets Under Management$560K
Clients5
AdvisorsN/A
Avg. per Client$110K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
The maximum advisory fee is 3%, but may be lower depending on AUM, complexity and risk level of the specific strategy. In addition to the advisory fee, LightHouse charges up to a 20% performance fee to qualified investors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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