Table of Fees for Services

Please see Lighthouse Capital LLC’s (“LHC”) ADV Brochure for more details on fees. Fees may be negotiable. The fees below will only apply to you when you request the services listed. If you have any questions or concerns, please contact Brian Foley at

Assets Under Management Fee 0.65% -2.00%, depending on total assetsunder management Quarterly Portfolio Management & FinancialPlanning
Hourly Fee $300per hour, only for special projects One-time Financial Planning Special Projects
Subscription Fee N/A N/A N/A
Fixed Fee N/A N/A N/A
Commissions to the Adviser N/A N/A N/A
Performance-based Fee N/A N/A N/A
Other N/A N/A N/A
Fees Charged by Third Parties Fee Amount Frequency Fee is Charged Services
Third Party Money Manager N/A N/A N/A
Robo-Adviser Fee N/A N/A N/A
Talk with your Adviser about fees and costs applicable to you

Additional fees and costs to discuss with your Adviser

Additional Fees/Cost Yes/No
Brokerage Fees NO N/A
Commissions* YES LHC
Custodian Fees NO N/A
Mark-ups NO N/A

*This commission is only received when an annuity product is sold to a client