Richard Esposito is a ChFC-designated registered investment advisor at Lighthouse Wealth Management, LLC, based in Bronx, NY, with 4 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 19 clients with $4.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiable under some circumstances. A minimum annual fee of $5,000 may be imposed for accounts under $500,000.
Fee Estimator
Location
2913 Harrington Avenue, Bronx, NY, 10461
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lighthouse Wealth Management, LLC
State Registrations1 state
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