Lighthouse Wealth Management offers comprehensive wealth management services, including financial planning and investment advisory. Financial planning covers personal finances, tax and cash flow, death and disability, retirement, and investments. Clients receive written reports and action plans. Implementation of recommendations is at the client's discretion. Investment advisory services involve ongoing investment management.
Assets Under Management$4.5M
Clients19
Advisors1
Avg. per Client$240K
Avg. per Advisor$4.5M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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