BridgeLight Capital is an Arizona-based registered investment advisor founded in 2010. BridgeLight Capital offers customized investment management and financial planning services primarily for individuals and high net worth families. For investment management, BridgeLight Capital builds diversified portfolios using exchange-traded funds, mutual funds, individual stocks, bonds, and options, maintaining a long-term focus while tailoring strategies to each client's goals, time horizon, and risk tolerance. BridgeLight Capital also provides financial planning services covering retirement, estate, tax, and education savings. Additionally, BridgeLight Capital offers a wrap fee program where normal securities transaction costs are bundled together with the investment advisory fee. Clients may work with BridgeLight Capital directly or utilize independent investment managers recommended and monitored by BridgeLight Capital.
Fee Structure
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 for assets over $10,000,000 are negotiable. BridgeLight Capital also offers a wrap fee program with rates 0.25% higher across tiers (ranging from 2.25% down to 1.25%). A minimum annual advisory fee of $500 per account may apply.