How does the advisor help clients – Key Takeaways:
COMPASS LIGHTHOUSE CAPITAL, LLC is a financial advisory firm that provides expert guidance and support to clients in managing their wealth. They offer a wide range of financial services and cater to various client types, making them a versatile and highly recommended advisor.
Here are key takeaways on how the firm helps its clients:
- Customized financial planning: The advisors at COMPASS LIGHTHOUSE CAPITAL, LLC work closely with clients to understand their unique financial goals and develop personalized plans to help achieve them.
- Diversified investment strategies: The firm believes in diversification and offers a range of investment strategies to help clients build and grow their wealth.
- Ongoing support and advice: COMPASS LIGHTHOUSE CAPITAL, LLC provides ongoing support and advice to clients, regularly reviewing their portfolios and making necessary adjustments to keep them on track towards their financial goals.
Facts and Insights
Here are some facts and insights about COMPASS LIGHTHOUSE CAPITAL, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15 years |
- COMPASS LIGHTHOUSE CAPITAL, LLC has been in business for 15 years, gaining valuable experience and expertise in the financial industry.
- The firm currently has over $500 million in assets under management, a testament to their successful track record in managing wealth.
- The team at COMPASS LIGHTHOUSE CAPITAL, LLC consists of 10+ advisors who are highly qualified and experienced in providing financial guidance.
Financial Services Offered
COMPASS LIGHTHOUSE CAPITAL, LLC offers a diverse range of financial services to help clients reach their financial goals:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
The firm takes a holistic approach to financial planning and is equipped to handle any and all aspects of a client’s financial life.
Client Types
COMPASS LIGHTHOUSE CAPITAL, LLC caters to various types of clients, including:
- High-net-worth individuals
- Individuals and families
- Small business owners
- Corporate executives
- Non-profit organizations
The firm has the expertise and resources to work with clients of different backgrounds and financial situations, providing tailored solutions to meet their needs.
Fees & Compensation
COMPASS LIGHTHOUSE CAPITAL, LLC charges clients based on a percentage of their assets under management. This fee structure incentivizes the firm to help clients grow their wealth, as their compensation is directly tied to their performance.
The firm also offers fee-based financial planning and hourly consulting services, ensuring transparency and a fair approach to fees.
Background
COMPASS LIGHTHOUSE CAPITAL, LLC was founded by a team of experienced and highly knowledgeable financial advisors with a passion for helping clients reach their financial goals.
The firm is committed to maintaining the highest ethical standards and providing unbiased advice to clients.
Financial Advisor Disclosures to Know
- COMPASS LIGHTHOUSE CAPITAL, LLC has a clean record with regulatory agencies, with no disciplinary actions or legal issues.
- The firm is a registered investment advisor (RIA) and is held to fiduciary standards, meaning they are legally obligated to act in their clients’ best interests.
- Some of the advisors at COMPASS LIGHTHOUSE CAPITAL, LLC are also licensed insurance agents, which means they may earn commissions from the sale of insurance products. However, they disclose this information to clients and always prioritize their clients’ best interests.