A complete list of active advisors currently associated with Compass Lighthouse Capital, LLC
Warmer can help you find a great advisor at Compass Lighthouse Capital, LLC or one who fits your needs even better.
Compass Lighthouse Capital provides investment advisory and financial planning services to individual and high‑net‑worth clients, offering discretionary portfolio management and access to model portfolios managed by third‑party sub‑advisers. The firm assists clients in assessing risk tolerance, selecting appropriate model portfolios, and delivering written financial plans when engaged. Its investment process emphasizes selection and monitoring of third‑party sub‑advisers, using quantitative and qualitative criteria (performance history, risk‑adjusted returns, manager tenure, and style consistency) and periodic reviews to align managers with client objectives. Clients choose risk categories that are correlated to model portfolios and may grant the firm discretionary authority for implementation, while the firm coordinates custody and trading through institutional platforms. The firm’s ownership and compensation structure is a notable distinction: it is wholly owned by a bank holding (Iowa State Bank/Vogel Bancshares), an uncommon arrangement for supported firms, and it receives a share of fees from sub‑advisers rather than billing clients directly for those services. Additionally, some advisory personnel are licensed to sell insurance and may receive commission compensation, and the firm currently does not maintain professional liability insurance—features that introduce different conflicts of interest and operational considerations compared with many peers.
To learn more about the advisors currently working at Compass Lighthouse Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Orange City, IA
| 27
|
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