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About LIGHTHOUSE ADVISORY SERVICES, INC.
LIGHTHOUSE ADVISORY SERVICES, INC. is a financial services firm that prides itself on providing expert financial advice to its clients. With a team of experienced and knowledgeable advisors, LIGHTHOUSE ADVISORY SERVICES, INC. helps individuals and businesses make sound financial decisions.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice
- A team of experienced and knowledgeable advisors
- Assists individuals and businesses with financial decisions
Facts and Insights:
Here are some key facts and insights about LIGHTHOUSE ADVISORY SERVICES, INC.:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered:
LIGHTHOUSE ADVISORY SERVICES, INC. offers a wide range of financial services to its clients, including:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types:
LIGHTHOUSE ADVISORY SERVICES, INC. serves both individual and business clients, including:
- High net worth individuals
- Small business owners
- Corporate executives
- Retirees
Fees & Compensation:
LIGHTHOUSE ADVISORY SERVICES, INC. charges its clients a fee based on a percentage of assets under management. This fee structure ensures that the advisors are aligned with the clients’ best interests and are motivated to help them grow their assets.
Background:
LIGHTHOUSE ADVISORY SERVICES, INC. was founded in 2005 and has since grown to manage over $500 million in assets. The firm’s team of experienced advisors have a combined experience of over 50 years in the financial industry, making them well-equipped to handle any financial needs their clients may have.
Financial Advisor Disclosures to Know:
As a financial firm, LIGHTHOUSE ADVISORY SERVICES, INC. is required to disclose any potential conflicts of interest or disciplinary actions. Here are some things to know:
Disclosure of fees:
LIGHTHOUSE ADVISORY SERVICES, INC. clearly outlines their fee structure and the amount clients can expect to pay for their services.
Disclosure of any affiliations or partnerships:
LIGHTHOUSE ADVISORY SERVICES, INC. does not have any affiliations or partnerships that could potentially create conflicts of interest for their clients.