Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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 may be negotiable for assets over $10,000,000.
Fee Estimator
Investment management fees are based on a percentage of your assets under management, billed quarterly in advance. For financial planning services, fees range from $1,000 to $15,000, depending on the complexity of the plan. Clients may also incur fees charged by third parties, such as brokerage and custodial fees. BridgeLight's management fee for Clients utilizing independent managers’ investment programs ranges from 1% to 1.5% annually.
Areas of Practice
Advisor Information
Office location
7033 E. Greenway Parkway, Suite 160, Scottsdale, AZ, 85254
Get directionsRegulatory 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.
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Shaun is a Senior Vice President at Bridgelight Capital, a Registered Investment Advisor (RIA), since 2015. He spends about a quarter of his time providing investment advice to clients.