RB
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Ronald Bringhurst

13 Years of Experience
Sells Insurance

Ronald Bringhurst is a registered investment advisor at Gallacher Capital Management, LLC, based in Phoenix, AZ, with 13 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 525 clients with $490M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
525 clients
Average Client Portfolio
$929K average
Assets Under Management
$487.8M

Fee Structure

Planning is included in investment management (also available separately)

Gallacher Capital Management's (GCM) fees for investment management are based on a percentage of your portfolio. The maximum fee for investment advisory services is 1.5%. There is also a platform fee with a maximum of 0.50%. Some clients may be charged an administrative fee of up to $67 annually. An optional tax management overlay has a maximum fee of 0.15%. Fees are negotiable. GCM may earn a fee from StoneCastle if clients participate in the Cantor Fitzgerald Cash Management Program.

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Location

1747 E Morten Ave, Ste 309, Phoenix, AZ, 85020

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Ronald is involved in several outside business activities. He owns rental real estate, works as a CPA/bookkeeper/tax preparer about half his time, and is an agent for non-variable insurance products, dedicating a few hours per week.

Employment History
Current Registrations
Gallacher Capital Management, LLC
July 2017 - Present · 8 yrs 9 mos
Previous Registrations
Sowell Management Services
August 2015 - November 2017 · 2 yrs 3 mos
Gallacher Capital Management, LLC
October 2012 - July 2015 · 2 yrs 9 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.