Angel Light Capital Corp. provides customized wealth management solutions and ongoing financial planning for individuals, high net worth individuals, and businesses. Angel Light Capital constructs investment portfolios primarily using low-cost exchange-traded funds, individual stocks, and bonds based on each client's specific goals, time horizon, and risk tolerance. As a registered investment advisor, Angel Light Capital acts in the best interest of clients. In addition to managing investments, Angel Light Capital offers financial planning covering retirement, personal savings, education, and insurance needs. The firm was founded in 2022 and is located in Forest Hills, New York, led by founder and Chartered Financial Analyst Katherine C. Woo.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 2.00% |
| $500K - $3.0M | 1.50% |
| $3M+ | 1.00% |
Accounts below $100,000 are subject to a flat fee of $2,000. Fees may be negotiable at the sole discretion of the Advisor.