About Lighthaven Capital Management LLC
Lighthouse Capital Management LLC is a boutique financial advisory firm that specializes in providing personalized investment management services to high-net-worth individuals and families. With a team of experienced advisors and a proven track record in the finance industry, Lighthouse Capital Management LLC offers a wide range of financial services to help clients grow and protect their wealth.
How the Advisor Helps Clients – Key Takeaways:
- Provides personalized investment management services to high-net-worth individuals and families
- Offers a wide range of financial services to help clients grow and protect their wealth
- Experienced team of advisors with a proven track record in finance
Facts and Insights
Lighthouse Capital Management LLC has been in business for over 15 years and currently manages over $1 billion in assets under management. With a client retention rate of over 95%, it is clear that the firm has a strong focus on building long-term relationships with its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 10+ | 15+ years |
Financial Services Offered:
- Investment management
- Wealth planning and management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types:
- High-net-worth individuals
- Families
- Business owners
- Executives
- Trusts
- Foundations
Fees & Compensation:
Lighthouse Capital Management LLC follows a fee-only structure, meaning that it charges a fee based on a percentage of assets under management. This aligns the firm’s interests with the client’s, as they only make money when the client’s investments grow. There are no hidden fees or commissions, ensuring transparency and trust in the client-advisor relationship.
Background:
The team at Lighthouse Capital Management LLC has a collective experience of over 40 years in the financial industry. The advisors hold a wide range of certifications and qualifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Private Wealth Advisor (CPWA). This expertise allows them to provide clients with tailored financial solutions that meet their specific needs and goals.
Financial Advisor Disclosures to Know:
Lighthouse Capital Management LLC has a clean record with no disciplinary actions or regulatory sanctions against the firm or its advisors. This information is publicly available on the Securities and Exchange Commission’s Investment Adviser Public Disclosure website.