Angel Light Capital offers wealth management and financial planning services. For wealth management, they work with clients to create a portfolio strategy based on their goals, risk tolerance, and financial situation, primarily using low-cost exchange-traded funds, individual stocks, and bonds. Financial planning is offered as part of wealth management or as a standalone service, covering areas like investment, retirement, education, and insurance needs. They may also refer clients to other specialists.
Assets Under Management$580K
Clients2
Advisors1
Avg. per Client$290K
Avg. per Advisor$580K
www.linkedin.com/company/angel-light-capital-corp ·www.angellightcapital.com ·www.youtube.com/@angellightcapital
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $3.0M | 1.50% |
| $3M+ | 1.00% |
Client accounts below $100,000 are subject to a flat fee of $2,000. Fees may be negotiable. Certain legacy clients may be billed under a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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