BridgeLight Capital offers customized investment advice to individuals and high net worth individuals. They create personalized investment strategies based on your goals, risk tolerance, and financial situation, typically using mutual funds and exchange-traded funds (ETFs). BridgeLight also offers financial planning services covering areas like retirement, education, and estate planning. They may recommend independent investment managers and will monitor their performance.
Assets Under Management$120M
Clients174
Advisors3
Avg. per Client$690K
Avg. per Advisor$40M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
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 negotiable for accounts over $10,000,000. When using independent managers, BridgeLight's fee ranges from 1% to 1.5% annually, and the independent manager also charges a fee, typically ranging from 0.2% to 1.5% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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