How does the advisor help clients – Key Takeaways:
Lighthouse Advisers, LLC is a trusted name in the financial industry that provides expert guidance and advice to clients seeking to reach their financial goals. With over 15 years of experience, the firm is dedicated to helping individuals and businesses achieve financial success. Their holistic approach to financial planning is tailored to the unique needs and objectives of each client, allowing them to create personalized strategies that produce results.
Facts and Insights
H2: Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Lighthouse Advisers, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance solutions
- Education savings planning
Client Types
Lighthouse Advisers, LLC works with both individual and business clients, offering personalized solutions to each. Their client base includes:
- Individuals and families
- Small business owners
- Corporate executives
- Non-profit organizations
Fees & Compensation
Lighthouse Advisers, LLC operates on a fee-only basis, meaning they do not receive commissions or compensation from third parties. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with those of their clients.
Background
Lighthouse Advisers, LLC was founded in 2005 by a team of experienced financial professionals with a passion for helping clients achieve their financial goals. The firm is headquartered in New York City and has expanded to serve clients in multiple states across the US.
Financial Advisor Disclosures to Know
As a registered investment advisor, Lighthouse Advisers, LLC adheres to strict fiduciary standards, meaning they are legally obligated to act in the best interest of their clients. They also have a clean record with regulatory bodies and have not faced any disciplinary actions.