Lighthouse Wealth Strategies offers personalized investment advice and portfolio management services. They work with clients to determine their investment objectives and risk tolerance, then develop a tailored strategy or use a model portfolio. Financial planning is included as a complimentary service. They primarily advise on mutual funds, exchange traded funds, stocks, and bonds.
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.