Menu
Lighthouse Financial Management, Llc
Westerly, Rhode Island
Lighthouse Financial Management, LLC is a small investment advisory firm located in Westerly, RI. With a team of three dedicated employees, the firm specializes in providing comprehensive investment advisory services to their clients. Each investment advisor at Lighthouse Financial Management manages an average of approximately $59,940,000 in assets under management, which is on par with the industry average.
The firm's compensation structure is flexible, offering various types of fees including hourly charges and fixed fees. Lighthouse Financial Management caters to a diverse clientele, serving over 70 individual clients with a ...see more
Assets Under Mgmt
$158.09M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
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
- Portfolio management for pooled investment vehicles
Reviews for Lighthouse Financial Management, Llc
Loading...
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.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.