Gary Stringer
Gary Stringer is a registered investment advisor at Bridgelight Capital LLC, based in Scottsdale, AZ, with 33 years of industry experience. Gary 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
Get directionsHistory
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 ActivitiesSells Insurance
Gary is the founder and CEO of Bridgelight Capital LLC, a registered investment advisor, dedicating full-time hours to it. He also founded Bridgelight Insurance, an insurance agency, and Bridgelight Real Estate, a real estate brokerage, and is the cofounder and CFO of Dealty, Inc., a real estate software company, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Bridgelight Capital LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Kalos Capital, INC.Broker
Bridgelight Capital LLC
Fsc Securities Corporation
Ironwood Asset Management, LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
Cue
CueBroker
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
More Advisors
- Kenneth BlackburnBridgelight Capital LLC
- Michael Juilfs, CFPCommonwealth Financial Network
- Richard Siegel, CFPArq Wealth Advisors, LLC
- Ryan Cox, CFPDew Wealth Management
- Jackson Pauley, CFPVanguard Advisers, INC.
- Lily Anderson, CFPVanguard Advisers, INC.