How does the advisor help clients – Key Takeaways:
LIGHTHORSE ASSET MANAGEMENT, LLC is a financial advisory firm that provides expert financial guidance to its clients. The firm is dedicated to helping its clients achieve their financial goals through their wide range of services and customized solutions. As a financial expert, LIGHTHORSE ASSET MANAGEMENT, LLC puts their clients’ interests first and works towards providing them with the best financial strategies.
Facts and Insights
LIGHTHORSE ASSET MANAGEMENT, LLC was founded in 2012 and has been in the financial industry for 9 years. The firm has a strong asset management portfolio and is currently managing over $500 million in assets for their clients. They have a team of dedicated and experienced advisors who strive to provide exceptional services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 9 years |
Financial Services Offered
LIGHTHORSE ASSET MANAGEMENT, LLC offers a wide range of financial services to their clients. These include investment management, financial planning, retirement planning, risk management, tax planning, and estate planning. The firm works closely with their clients to understand their financial needs and goals and creates customized strategies to help them achieve their objectives.
Client Types
LIGHTHORSE ASSET MANAGEMENT, LLC caters to a diverse range of clients, including high-net-worth individuals, families, and business owners. They also have experience working with corporate clients and institutions. The firm tailors their services to meet the unique needs of each client and provides ongoing support and guidance to help them reach their financial goals.
Fees & Compensation
LIGHTHORSE ASSET MANAGEMENT, LLC charges a fee-based structure for their services. This means that they receive compensation based on a percentage of the assets under their management. This fee structure aligns their interests with their clients’ interests, as it rewards them for achieving positive results for their clients. The firm is transparent about their fees and discloses all costs and charges to their clients upfront.
Background
The team at LIGHTHORSE ASSET MANAGEMENT, LLC has a wealth of experience in the financial industry. They have a deep understanding of the markets and use their expertise to manage their clients’ assets effectively. The firm follows a disciplined and research-driven investment approach and is committed to providing their clients with the highest level of service and care.
Financial Advisor Disclosures to Know
LIGHTHORSE ASSET MANAGEMENT, LLC operates with full transparency and is committed to keeping their clients informed about their services, fees, and potential conflicts of interest. They have a fiduciary duty to act in their clients’ best interests and always disclose any potential conflicts of interest that may arise. Additionally, the firm has a clean disciplinary record and holds all necessary licenses and registrations to operate as a financial advisory firm.