Lightcap Financial Group offers investment advice to individuals and other clients. The firm creates tailored investment strategies based on client needs, risk tolerance, and goals. Services include asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting.
Assets Under Management$11M
Clients71
Advisors2
Avg. per Client$160K
Avg. per Advisor$5.7M
Fee Structure
Planning is included in investment management (also available separately)
Lightcap Financial Group offers two investment management services:
- Asset Management: The maximum annual fee is 1.20% of the value of your investments.
- Comprehensive Portfolio Management: The maximum annual fee is 1.20% of the value of your investments. This service includes both asset management and financial planning.
Fees are negotiable and deducted from your account monthly.
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