Robert Walsh is a CFP-designated registered investment advisor at Lighthouse Financial Advisors, INC., based in Red Bank, NJ, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 395 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Lighthouse Financial Advisors offers wealth management services for an annual fee that is negotiable and depends on factors such as the scope and complexity of the service, the amount of assets under management, and the qualifications of the professional providing services. Lighthouse generally requires a minimum annual fee of $6,000 for wealth management services. The fee will not exceed 2% of the client’s investment assets under Lighthouse’s advisement.
Contact
Robert Walsh
Location
3 Harding Road, Suite B, Red Bank, NJ, 07701
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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.
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Current Registrations
Lighthouse Financial Advisors, INC.
Previous Registrations
Lighthouse Financial Advisors, INC.
State Registrations2 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.
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Additional Information
If you are seeking a team ofdedicated professionalswith expertise, objectivity and attention to detail, Lighthouse Financial Advisors can help you.We build personal relationships with our clients in order to provide optimal solutions and guide you through the complex financial strategies,tax issues, and decisions associated with managing your wealth.