| 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
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Learn about disclosures →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.