Lighthouse Capital, LLC
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
About This Firm
Lighthouse Capital, LLC provides discretionary and non-discretionary investment management, financial planning (comprehensive or goal-specific), and QRP fiduciary consulting (for corporations only). Investment portfolios include stocks, bonds, mutual funds, and cash. The firm uses a research-centric approach and diversifies investments to mitigate risk.
Fee Structure
AUM-Based Fees (Tiered)
| 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% |
Fee Estimator
Investment management fees are based on a percentage of assets under management, billed quarterly. For financial planning, the firm charges up to $300 per hour, with the total fee agreed upon upfront. QRP fiduciary consulting fees will not exceed 1.50% of the QRP balance. Clients may also incur mutual fund expense ratios and transaction fees charged by custodians.
Areas of Practice
Location
90 Canal Street, Suite 442, Boston, MA, 02114