Lighthouse Financial Planning provides financial planning and investment management services. Lighthouse acts as a fiduciary, meaning they are legally required to act in your best interest. They offer bundled financial planning, unbundled financial planning, hourly services, ongoing financial planning, and investment management. Investment management includes preparing investment policies, restructuring portfolios, and providing portfolio management with discretion.
Assets Under Management$22M
Clients16
AdvisorsN/A
Avg. per Client$1.4M
Avg. per AdvisorN/A
Fee Structure
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.20% |
| $2M+ | 0.70% |
Fees are negotiable. The rate for assets between $500,001 and $2,000,000 is between 0.8% and 1.2%, and the rate for assets over $2,000,000 is between 0.5% and 0.7%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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