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Lighthouse Wealth Strategies, LLC

Updated today

Client assets under management

$844,414,614

Clients

866

25% high-net worth

Advisors

6

of 13 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

144

Very High

Average account size

$975,075

Client services

Financial planning Portfolio management

Fee options

Percentage

$0 - /$100,000: up to 2.00% $100,001+: 0.00% to 2.00% (negotiable based on client circumstances)

Commissions

Certain Investment Advisor Representatives may receive commissions for securities and insurance products outside advisory fees

Other

Fee-only: Annual portfolio management fee between 0.00% and 2.00%, billed quarterly in advance, negotiable

Main office location

Lighthouse Wealth Strategies, LLC

3312 Rosedale St, Suite 201

Gig Harbor WA 98335, United States

Number of offices

1

Most active in

Alaska · Arizona · California · Colorado · Florida · Georgia · Hawaii · Idaho · Missouri · Montana · Nebraska · Nevada · North Carolina · Oregon · South Carolina · Tennessee · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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Call (201) 292-4557

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