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 ...
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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
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