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Lighthouse Wealth Management, Inc.
Ashland, Ohio
Lighthouse Wealth Management, Inc., based in Ashland, OH, is a small investment advisory firm dedicated to helping clients achieve their financial goals. With a team of 5 professionals, 4 of whom specialize in investment advisory services, they provide personalized guidance and support to individuals and employers. Their average assets under management per investment advisor amount to approximately $38,210,000, reflecting their expertise and commitment to delivering quality service.
Lighthouse Wealth Management, Inc. has established itself as a trusted partner in managing clients' financial portfolios. Their compensation structur...see more
Assets Under Mgmt
$152.84M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Other Business Activities
- Insurance broker or agent
- Accountant or accounting firm
Reviews for Lighthouse Wealth Management, Inc.
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