Bridgelight Financial Advisors provides financial planning and investment management services. Bridgelight works with clients to understand their goals, time horizons, and risk tolerance to develop a personalized investment plan. Bridgelight manages investments on a discretionary basis, primarily using equities, exchange-traded funds (ETFs), and mutual funds. Bridgelight also offers financial planning services covering estate, tax, charitable, and wealth transfer objectives. They partner with other professionals like CPAs and estate attorneys to provide coordinated advice.
Assets Under Management$150M
Clients246
Advisors3
Avg. per Client$610K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...