A complete list of active advisors currently associated with Lighthouse Wealth Management, LLC
Warmer can help you find a great advisor at Lighthouse Wealth Management, LLC or one who fits your needs even better.
Lighthouse Wealth Management provides portfolio management and financial planning services for individual clients, operating on an asset-based (percentage-of-AUM) fee model disclosed in its Form ADV brochure. The firm reports about $4.5 million in assets under management and serves a small client base (19), offering ongoing investment oversight and retirement-focused planning typical of independent advisers. The brochure describes the firm’s approach as tailored to clients’ objectives and risk tolerances, with investment strategies and periodic account reviews carried out in accordance with the methods summarized in Item 8 and the review practices in Item 13. Services are implemented through managed portfolios and written planning engagements, with monitoring and communication practices set out in the ADV. A notable and less common feature disclosed in Item 10 is that the adviser is also licensed as an insurance broker/agent and may recommend insurance products and receive related compensation. That dual role, together with the firm’s relatively small scale, is highlighted in the brochure and is disclosed alongside descriptions of potential conflicts of interest and measures the firm uses to address them.
To learn more about the advisors currently working at Lighthouse Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bronx, NY
| 4
|
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