Beacon Bridge Wealth Partners, LLC

**Beacon Bridge Wealth Partners Summary:** Established in Pennsylvania, Beacon Bridge Wealth Partners, LLC is a registered investment adviser offering personalized financial planning and investment advisory services to individuals and entities. The firm, owned by Steven Krzywicki, Jr., Megan Scott, and James Schmidt, manages approximately $368,964,469 in client assets as of December 31, 2024. Beacon Bridge provides investment management services on a discretionary and non-discretionary basis, tailoring advice to each client's financial needs and objectives. The firm primarily invests in ETFs, mutual funds, equities, bonds, REITs, private funds, and variable annuities. Clients have the option to engage external managers for discretionary management. Beacon Bridge charges fees based on a percentage of assets under management, with rates ranging from 1.35% to negotiable, depending on the asset value. The firm acts as a fiduciary for retirement plan clients, ensuring services are in the clients' best interests. Clients are responsible for fees charged by financial institutions and external managers. Beacon Bridge does not charge performance-based fees or participate in side-by-side management. The firm does not vote client securities or accept authority to vote proxies on behalf of clients. Beacon Bridge does not receive benefits for providing investment advice and discloses compensation arrangements for client referrals. The firm does not have custody of client assets but uses qualified custodians for client accounts. Clients can grant investment discretion to Beacon Bridge, allowing the firm to direct securities transactions on their behalf.