Get a Clear Financial Plan—No Guesswork.
Services & Pricing
Investment & Portfolio Management
We build your portfolio, monitor it over time, and make adjustments to keep everything aligned with your goals.
Starter Portfolio Management
$100/month
Includes:
- Portfolio Construction (based on goals & risk)
- Basic diversification strategy
- Annual rebalancing
- Performance tracking
Core Portfolio Management
$200/month
Includes:
- Everything in Starter
- Ongoing monitoring
- Quarterly rebalancing
- Strategy adjustments based on market conditions
- Basic tax-aware positioning
Lighthouse Bay Financial also offers ongoing advisory services through a subscription model or an assets-under-management (AUM) fee structure. AUM fees typically range from 1.0% to 1.5% annually, depending on account size and complexity. Fees and service structure will be clearly outlined and agreed upon prior to engagement.
Financial Planning & Strategy
We build a clear financial strategy and work with you ongoing to keep it aligned as your life changes.
Starter Financial Plan
$300–$600 (one-time)
Includes:
- Basic financial snapshot
- Income & expense review
- Goal setting
- Simple action plan
Core Financial Plan
$700–$1,000 (one-time)
Includes:
- Everything in Starter
- Full financial breakdown
- Goal-based planning (retirement, savings, etc.)
- Emergency fund strategy
- Debt optimization
- Clear step-by-step action plan
Lighthouse Bay Financial also offers ongoing advisory services through a subscription model or an assets-under-management (AUM) fee structure. AUM fees typically range from 1.0% to 1.5% annually, depending on account size and complexity. Fees and service structure will be clearly outlined and agreed upon prior to engagement.
Wealth Protection
Before we focus on growing wealth, we make sure everything you’ve built is protected.
Starter Protection Review
$150–$450 (one-time)
Includes:
- Basic insurance review (life, health, disability)
- Emergency fund check
- Risk gap identification
- Simple recommendations
Core Protection Plan
$500–$1,000 (one-time)
Includes:
- Everything in Starter
- Detailed coverage analysis
- Income protection strategy
- Family protection planning
- Emergency fund structure
- Clear action steps
Lighthouse Bay Financial also offers ongoing advisory services through a subscription model or an assets-under-management (AUM) fee structure. AUM fees typically range from 1.0% to 1.5% annually, depending on account size and complexity. Fees and service structure will be clearly outlined and agreed upon prior to engagement.
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