Light Financial Services, Inc.
Fargo, North Dakota
5.0
1 Review
Light Financial Services, Inc., based out of Fargo, ND, is a reputable small investment advisory firm catering to a diverse client base of over 580 individuals. With more than $103,837,000 in assets under management, they possess the experience and expertise to effectively handle investment portfolios. Focusing on employer 401K plans and individual accounts, over 80% of their managed assets comprise these categories. The firm prides itself on its ability to expertly manage 401K plans for both employers and employees, offering comprehensive services to meet their specific needs. Boasting a discretionary management approach, Light ...
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Assets Under Mgmt

$103.84M

Investment Professionals

2

Locations

0

% 401K & Individual

81%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.