William Pandiani
William Pandiani is a registered investment advisor at Lighthouse Wealth Strategies, LLC, based in Gig Harbor, WA, with 19 years of industry experience. William 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 St, Suite 201, Gig Harbor, WA, 98335
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Regulatory History (1)
Employment Separation After Allegations
May 2017Other Business ActivitiesSells Insurance
William is a Registered Representative with Veritas Independent Partners, providing financial advice on annuities. He spends a few hours per week on this activity.
Employment History
Current Registrations
Lighthouse Wealth Strategies, LLC
Previous Registrations
Veritas Independent Partners, LLCBroker
Sowell Management
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Farm Vp Management CORP.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.