Lighthouse Wealth Management

Wealth Management Firm in Kenai Peninsula, AK

Firm Info
Address: 15350 Old Seward Hwy, Anchorage, AK 99516, USA
Phone: (907) 917-4870

Firm Size
Assets Under Management: $175.1 million
# of Advisors: 4
# of Clients: 775
Client to Advisor Ratio: 194:1
Average Account Size: $225,944
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

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Lighthouse Wealth Management, Inc. Overview

Lighthouse Wealth Management, Inc. is a Fee Only Registered Investment Advisory Firm that has been providing investment advice since its founding in 2019. The headquarters is based in Ashland, OH. The firm has built its reputation on its fee-only structure which ensures that clients receive unbiased financial advice. The firm is a combination of an insurance broker/agent and an accounting firm that provides high-quality financial planning services to individuals and small businesses. At Lighthouse Wealth Management, Inc., clients can enjoy personalized service and portfolio management tailored to their specific financial goals. The firm aims to help clients build wealth and navigate life's transitions with their financial security in mind. The team is dedicated to providing excellent pension consulting services that maximize retirement savings while minimizing taxes. Lighthouse Wealth Management, Inc. has earned a reputation for its exceptional financial planning services, including portfolio management and pension consulting. The team has the expertise and resources to help clients achieve their financial goals, whatever their needs may be. Clients can expect the highest level of customer service and trust that their financial matters are in the capable hands of the professionals at Lighthouse Wealth Management, Inc.

Lighthouse Wealth Management, Inc. serves a diverse range of clients that includes individuals, high net worth individuals, charitable organizations, and other types of corporations. Catering to the needs of each client, the firm offers a variety of fee structures. Depending on the service provided, clients can choose between a percentage of assets under management, an hourly rate, a flat fee, or commissions. The percentage of AUM is typically applied to investment management services while the hourly rate and flat fee are used for financial planning services. Commissions are earned on the sale of certain investment products. Each fee structure offers unique benefits and is tailored to the specific needs and preferences of the client. Client satisfaction and financial success are top priorities at Lighthouse Wealth Management, Inc.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Lighthouse Wealth Management, Inc. is $250,000 per household, as stated in their Part 2 Brochure. The brochure notes that this is the firm's general policy, though in some cases exceptions may be granted.

How This Office Can Help Kenai Peninsula, AK Residents

Lighthouse Wealth Management is dedicated to helping clients living in Kenai Peninsula, AK achieve their financial goals. The firm provides personalized solutions that are designed to meet the specific needs of each client, taking into account their income, spending habits, and long-term objectives. Whether someone is looking to save for retirement, save for their children's education, or plan for their estate, Lighthouse Wealth Management can help. Clients living in Kenai Peninsula, AK often face unique financial situations due to the region's reliance on natural resources. As a result, many individuals may be employed in industries such as fishing and oil exploration that are subject to unpredictable markets. Lighthouse Wealth Management helps clients navigate these uncertainties by providing proactive investment strategies and risk management solutions, such as diversifying portfolios and leveraging tax-advantaged investment opportunities. Additionally, the firm offers comprehensive financial planning services to help clients identify and achieve their long-term financial goals.

To view the Minimum Investment and Fee Schedule for Lighthouse Wealth Management, Inc., visit their Part 2 Brochure.

Services Offered by Lighthouse Wealth Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Lighthouse Wealth Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 15350 Old Seward Hwy, Anchorage, AK 99516, USA
Phone (907) 917-4870
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 1078 COMMERCE PARKWAY, ASHLAND, OH 44805, United States

This firm has no other locations.

State Registrations

Lighthouse Wealth Management, Inc. is registered to service clients in the following states:

  • Florida
  • North Carolina
  • Ohio
  • Texas

Disciplinary History

Lighthouse Wealth Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

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