Assets Under Management
$32.3M
Number of Clients
130
Number of Advisors
1
Average Client AUM
$248K
AUM per Advisor
$32.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Lighthouse Capital, LLC provides discretionary and non-discretionary investment management, financial planning, and QRP fiduciary consulting. Investment portfolios are constructed using stocks, bonds, mutual funds, and cash. Financial planning can be comprehensive or goal-specific. QRP consulting is offered to corporations only.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $500K | 1.45% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.05% |
| $2.5M+ | 0.90% |
90 Canal Street, Suite 442, Boston, MA, 02114