Aidan Reed is a registered investment advisor at Bridgelight Financial Advisors, INC, based in Shelton, CT. Aidan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 246 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%, but Bridgelight retains the discretion to negotiate alternative fees on a client-by-client basis.
Fee Estimator
Location
1 Enterprise Drive, Suite 405, Shelton, CT, 06484
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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 →Employment History
Current Registrations
Bridgelight Financial Advisors, INC
State Registrations1 state
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