Third Party Cost

Highlights:

• Most investment management firms under a billion dollars don’t have a team of experts in-house.
• Instead they form third party relationships with experts who provide investment management or financial planning.
• The down side to this arrangement is that the people most responsible to your financial success are less accessible, and less committed to you, and these arrangements are often more expensive. Many investors were not aware that they were paying a standard advisory fee AND covering third party costs.
• Lighthouse Financial doesn’t do business this way. The firm has a team of in-house financial experts dedicated to clients by providing investment management, financial planning, and tax services.
• We are more responsive, and quick to solve client problems. The staff collaborates on the behalf of clients everyday without hidden fees.

Keywords: Investment Fees, Lighthouse Financial, Financial Advisor, Investment Management, Investment Services, Wealth Management, Retirement Accounts, Wealth Advisors