Brian Buskirk is a registered investment advisor at Lighthouse Wealth Strategies, LLC, based in Gig Harbor, WA, with 42 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 866 clients with $840M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lighthouse Wealth Strategies charges an annual fee for managing your investments, ranging from 0.00% to 2.00% of the value of your portfolio. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you require. The fee is calculated based on the value of your account on the last day of the previous quarter and is billed quarterly in advance. The fee is negotiable based on your individual circumstances. Family members' accounts may be combined to potentially lower the fee.
Location
3312 Rosedale Street NW, Suite 201, Gig Harbor, WA, 98335
Get directionsHistory
Regulatory History (3)
Regulatory
July 2000Regulatory
March 1992Customer Dispute
July 1991Other Business Activities
Brian is a partner in Olympic Growth Investment Group, a real estate partnership, and Pacific Association, a commercial building venture, both since 1990, dedicating minimal time to each. Brian is also an Investment Advisor at Lighthouse Wealth Strategies LLC since 2019, dedicating a few hours per week.
Employment History
Current Registrations
Lighthouse Wealth Strategies, LLC
Sowell Management
Previous Registrations
Lighthouse Wealth Strategies
Concert Wealth Management
Northwest Asset Management
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Dain Rauscher IncorporatedBroker
Boettcher & Company, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.