George Bonney is a registered investment advisor at Lighthouse Wealth Strategies, LLC, based in Gig Harbor, WA, with 40 years of industry experience. George 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 Rosedal Street NW, Suite 201, Gig Harbor, WA, 98335
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Lighthouse Wealth Strategies, LLC
Sowell Management
Previous Registrations
Lighthouse Wealth Strategies
Purshe Kaplan Sterling InvestmentsBroker
Concert Wealth Management
Purshe Kaplan Sterling InvestmentsBroker
Northwest Asset Management
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Shearson Lehman Hutton INC.Broker
State Registrations4 states
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.