GS
GS

Gary Stringer

32 Years of Experience
Sells Insurance

Gary Stringer is a registered investment advisor at Bridgelight Capital LLC, based in Scottsdale, AZ, with 32 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 174 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
174 clients
Average Client Portfolio
$694K average
Assets Under Management
$120.7M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.5M1.50%
$2.5M - $5.0M1.25%
$5.0M - $10.0M1.00%
$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
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

7033 E. Greenway Parkway, Suite 160, Scottsdale, AZ, 85254

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Gary is the founder and CEO of Bridgelight Capital LLC, a registered investment advisor, dedicating full-time hours to it. He also founded Bridgelight Insurance, an insurance agency, and Bridgelight Real Estate, a real estate brokerage, and is the cofounder and CFO of Dealty, Inc., a real estate software company, dedicating about 10-20% of his time to each.

Employment History
Current Registrations
Bridgelight Capital LLC
October 2010 - Present · 15 yrs 6 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2016 - July 2024 · 8 yrs 3 mos
Kalos Capital, INC.Broker
November 2012 - October 2015 · 2 yrs 11 mos
Bridgelight Capital LLC
October 2010 - December 2020 · 10 yrs 2 mos
Fsc Securities Corporation
November 2006 - November 2006 · 0 mos
Ironwood Asset Management, LLC
November 2004 - March 2011 · 6 yrs 4 mos
Fsc Securities Corporation
June 2004 - March 2005 · 9 mos
Fsc Securities CorporationBroker
April 2004 - June 2011 · 7 yrs 2 mos
Cue
January 2002 - May 2004 · 2 yrs 4 mos
CueBroker
July 1993 - May 2004 · 10 yrs 10 mos
State Registrations2 states
AZTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Gary Stringer - Financial Advisor | TrueAdvisor