Lighthouse Financial Partners: FAQ

In this video Ben DeHaan answers some Frequently Asked Questions about Lighthouse Financial Partners. Q: What is the fee for money management?
A: LFP charges clients an annual fee of 1.5 to 2.0% of their account value depending on the portfolio strategy chosen.

Q: Do you take custody of assets?
A: No, our standard operating procedure requires that clients open an account at one of our 3rd party custodian bank relationships. We have the authority to affect trades on your behalf, but not to deposit or withdraw money outside of our fee arrangement.

Q: How do I withdraw money from my account?
A: Clients who need to withdraw money can do so by calling the office and making a withdraw request. It typically takes between 7-10 business days for funds to settle and be accessible to you.

Q: Can you work with my financial planner?
A: Yes, we have many clients who have existing relationships with a financial planner. In this case, we simply work with your financial planner to invest your assets in the portfolio that best suits your investment goals. Our expertise is asset management. We leave the planning up to the Financial Planners.

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