THE COMPASS PROGRAM
Our unique, comprehensive program offers clients a centralized approach to managing a family's most common financial service needs under one roof, for one inclusive fee.
Planning & Management
Your unique financial plan is crafted based on your personal situation and goals.
Your assets, market movements, and industry trends are closely monitored to help protect and manage your wealth.
Taxes & Estates
Our in-house tax team works with you to develop and implement tax strategies, and prepare your annual personal tax returns.
You’ll meet with an estate attorney to create, or update, your important directive documents.
Timely communications keep you in the know about the market, economy, and our events.
User-friendly performance software allows for secure review of your accounts anywhere, anytime.
Enjoy unlimited phone, email, and in-person consultations with your advisor.
Mingle with the entire Lighthouse team at a variety of annual social and educational events.
IS LIGHTHOUSE ACCEPTING NEW CLIENTS?
Yes! A minimum of $100,000 in investable assets is required for new clients.
HOW MUCH DOES THE COMPASS PROGRAM COST?
We are a fee-based firm; Compass Clients are charged a percentage of their assets under management with us. Our fee is reduced for portfolios of $500,000 and greater. All services and events are inclusive.
ARE YOU A FIDUCIARY?
Yes. As a Registered Investment Advisor (RIA), we have a legal fiduciary obligation to our clients to act in their best interests. Additionally, we are legally bound to disclose any conflicts of interest.