RB
RB

Ronald Bringhurst

13 Years of Experience
Phoenix, AZ
Sells Insurance

Ronald Bringhurst is a registered investment advisor at Gallacher Capital Management, LLC, based in Phoenix, AZ, with 13 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 516 clients with $540M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
516 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$539.0M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum fee is 1.5% for standard investment advisory services and 1.00% for proprietary investment strategies. Fees are negotiable and may be paid in advance or in arrears.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1747 E Morten Ave, Ste 309, Phoenix, AZ, 85020

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Ronald is involved in several outside business activities. He owns rental real estate, works as a CPA/bookkeeper/tax preparer about half his time, and is an agent for non-variable insurance products, dedicating a few hours per week.

Employment History
Current Registrations
Gallacher Capital Management, LLC
July 2017 - Present · 9 yrs 3 mos
Previous Registrations
Sowell Management Services
August 2015 - November 2017 · 2 yrs 3 mos
Gallacher Capital Management, LLC
October 2012 - July 2015 · 2 yrs 9 mos
State Registrations2 states
AZTX
Advisor

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
No exam information available for this advisor.
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