Assets Under Management
$120.7M
Number of Clients
174
Number of Advisors
3
Average Client AUM
$694K
AUM per Advisor
$40.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
BridgeLight Capital LLC provides customized investment advisory solutions through personal client contact and discretionary investment management. They construct diversified portfolios using mutual funds, ETFs, and individual securities. Financial planning services are also offered, covering investment, retirement, education, estate, and tax planning. They may recommend independent managers.
| Assets Under Management | 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 negotiable for accounts over $10,000,000.
7033 E. Greenway Parkway, Suite 160, Scottsdale, AZ, 85254