Steven Krzywicki
Steven Krzywicki is a CFP-designated registered investment advisor at Beacon Bridge Wealth Partners, LLC, based in Lower Gwynedd, PA, with 25 years of industry experience. Steven 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 717 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.70% |
Fees negotiable for accounts over $20,000,000. The percentage for the highest range of managed asset value achieved applies to all Managed Assets, not just Managed Assets within that range.
Fee Estimator
Location
1600 N Bethlehem Pike, N-200, Lower Gwynedd, PA, 19002
Get directionsHistory
Regulatory History
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
Steven is an investment advisor representative (IAR) at Beacon Bridge Wealth Partners since 2022, dedicating full-time hours to providing advice to clients. He also works as an agent selling fixed/traditional insurance products through PKS Financial, Fixed Insurance, and Ash Brokerage, spending a few hours per week on these activities. Steven is also a partner in Strategic Advisory Group, LLC, a pass-through entity for office expenses, but dedicates no time to it.
Employment History
Current Registrations
Beacon Bridge Wealth Partners, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations11 states
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.