Shaun Bracken is a registered investment advisor at Bridgelight Capital LLC, based in Scottsdale, AZ, with 43 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 173 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees for assets over $10,000,000 are negotiable. BridgeLight Capital also offers a wrap fee program with rates 0.25% higher across tiers (ranging from 2.25% down to 1.25%). A minimum annual advisory fee of $500 per account may apply.
Fee Estimator
Location
7033 E. Greenway Parkway, Suite 160, Scottsdale, AZ, 85254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Shaun is a Senior Vice President at Bridgelight Capital, a Registered Investment Advisor (RIA), since 2015. He spends about a quarter of his time providing investment advice to clients.
Employment History
Current Registrations
Bridgelight Capital LLC
Previous Registrations
Bridgelight Capital LLC
Purshe Kaplan Sterling InvestmentsBroker
Wedbush Securities INC.
Wedbush Securities INC.Broker
Peacock, Hislop, Staley & Given, INC.Broker
E. S. Hope FinancialBroker
Gna Securities, INC.Broker
Painewebber IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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