Firm
Red Lighthouse Investment Management
Hillsdale, New York
Fee-only
Red Lighthouse Investment Management at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 105 individual clients, 81 of them high net worth.
- Its average account is about $1.8 million (assets it manages divided by its 343 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Hillsdale, New York |
|---|---|
| Website | redlighthouseinvestment.com |
| Phone | (917) 660-0980 |
Red Lighthouse Investment Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $2,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"We charge an annual fee of 1% of assets under management on the first $1 million" source
"Our present minimum is $2 million." source
"We charge an annual fee of 1% of assets under management on the first $1 million" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $612 million |
| Individual clients | 24 |
| High-net-worth clients | 81 |
| Accounts managed | 343 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-71211) |
| Financial planning | Offered |
| Form ADV filed | February 23, 2026 |
| SEC record | CRD 145682 |