Bridgelight Capital LLC
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
About This Firm
BridgeLight Capital LLC provides customized investment advisory solutions and financial planning services to individuals and high-net-worth individuals. They work closely with clients to identify their investment goals, risk tolerance, and financial situation to create a tailored portfolio strategy. They primarily employ a long-term investment strategy.
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
Location
7033 E. Greenway Parkway, Suite 160, Scottsdale, AZ, 85254