Angel Light Capital
Cultivating wealth for the next generation...
Established in 2022, Angel Light Capital Corp. ("Angel Light Capital') is a registered investment adviser. We are a fee-only adviser, offering investment advisory services to individuals, high net worth individuals, small business owners, trusts, estates, corporations and charitable organizations.
We offer personalized wealth management services where you're not just a portfolio, but a valued partner in your financial journey.
Our commitment is simple: to protect, grow, and optimize your wealth with the same dedication and care we would apply to our own family's financial future.
Wealth isn't what you earn—it's the money you don’t spend and strategically preserve. Every dollar unspent is a dollar invested. Let us help you grow your wealth.
Your Wealth, Your Health, Your Time
true wealth isn't just about numbers in an account,
it's about the freedom to spend your time exactly as you choose.
Just as health is the foundation of a life well-lived, financial well-being is the cornerstone of lasting peace of mind. When your wealth is thoughtfully managed, it creates something invaluable: the liberty to focus on what truly matters—your health, your family, your passions, and your legacy.
We don't just manage money. We help protect and grow the hours, days, and years of your life by:
- Eliminating financial stress through strategic planning
- Creating passive income streams that work while you rest
- Building wealth that gives you the freedom to prioritize your well-being
- Securing your future so you can live fully in the present
Our boutique approach delivers tailored solutions to each client's specific financial goals, and prioritizes individual attention. Our relationship begins with listening. We take the time to understand your unique journey, aspirations, values, financial goals and legacy.
Wealth Management Services and Fees:
Asset Under Management (AUM) Fees:
- Average annual fee range: 1% - 1.50% with a minimum investment of $500,000
- Tiered rate, with AUM fees decreasing as total assets increase
Fee Breakdown:
- Discretionary investment management
- Financial planning
- Portfolio rebalancing
- Tax optimization strategies
- Retirement planning
- Estate planning guidance
- Charitable gifting and education funding
- Advice on wealth transfers
Additional Potential Costs:
- Transaction fees (for example, foreign securities)
- Underlying investment expense ratios (for example, Exchange Traded Funds)
- Performance-based fees (occasionally)
Minimum Investment Benefits:
- Personalized portfolio management
- Access to sophisticated investment strategies
- Dedicated Registered Investment Adviser (RIA)
- Comprehensive financial planning
- Advanced risk management
Fee Payment Methods:
- Quarterly deduction
- Direct billing
- Percentage-based calculation
Recommendation: Compare multiple wealth management firms and understand their specific fee structures and service offerings.
Our Mission
At Angel Light Capital, our mission is to bridge the path to financial prosperity of our clients to achieve their dreams. By nurturing a culture of integrity, transparency, and empathy, we strive to create meaningful and enduring relationships, where our clients' financial aspirations become our shared purpose. We aim to make a positive and lasting impact on the financial well-being of our clients.
Our Values
- Integrity: We uphold the highest ethical standards in all our actions and decisions.
- Excellence: We continuously pursue knowledge, refine our skills, and deliver exceptional results.
- Client-Centricity: Our clients' success is our top priority.
- Transparency: Our clients know exactly how much they're paying for services, which leads to a more transparent relationship.
- Long-Term Vision: We take a long-term view in our investments and relationships.
Retire with confidence, live with abundance...
Our promise to you
Flexibility
We always put our focus on our clients. We want you to find the right service that perfectly suits your needs, which is why we offer customized wealth management solutions to help you make an informed decision.
Fee-Only Advisory
We provide advice and services to clients based solely on AUM fees or flat-fees paid directly by the clients, rather than earning commissions from selling financial products.
Fiduciary Duty
As a fee-only adviser, we are required to act as a fiduciary, meaning we put our clients' best interests first, whichs leads to less conflict of interests and more transparent relationships.
On-demand service
Our aim is that you are completely satisfied with our services. That’s why we not only provide professional investment advice, we are also there to help you afterwards, serving as reliable support.