Light Financial Services offers investment advice and financial planning. They manage investment portfolios based on individual client needs and goals, and also offer model portfolios. Light Financial Services also provides access to a wrap fee program managed by Orion Portfolio Solutions. Financial planning services include a comprehensive evaluation of a client's financial situation, covering areas like taxes, investments, insurance, retirement, and estate planning.
Fee Structure
Light Financial Services offers investment management services where fees range from 0.25% to 1.50% of the value of your portfolio annually. These fees are billed either quarterly or monthly, at the end of the period. The exact fee depends on factors like the complexity of your situation and the amount you invest. Light Financial Services also offers access to the Orion Wrap Fee Program, which has its own set of fees.