White Lighthouse Investment Management S.A.R.L. is an adviser based in 1006 Lausanne. It manages $46.89 million of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2014.
White Lighthouse Investment Management S.A.R.L provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of White Lighthouse Investment Management S.A.R.L. is $46.89 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 116% since the beginning of its operation, and $40.32 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay White Lighthouse Investment Management S.A.R.L. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of White Lighthouse Investment Management S.A.R.L is high net worth individuals with 27 clients and $40.77 million of assets under management. Among the 5 most similar advisory firms, White Lighthouse Investment Management S.A.R.L has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $46.89 million for 44 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 93% of the firm’s clients are foreign persons or businesses.
White Lighthouse Investment Management S.A.R.L doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where White Lighthouse Investment Management S.A.R.L. performs its advisory services is located at Av D'ouchy 29, 1006 Lausanne, Ch 1006, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 41 22 548 1431. The normal business hours are none on Other. You can find more information about the New York firm at white-lighthouse.com.