Peter Keenan
Peter Keenan is a CFP-designated registered investment advisor at Beacon Bridge Wealth Partners, LLC, based in Lower Gwynedd, PA, with 17 years of industry experience. Peter 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 Activities
Peter is a board member (treasurer) of the Ocean Way Condominium Association and a landlord/owner of rental property. Both activities require minimal time and are not investment-related.
Employment History
Current Registrations
Beacon Bridge Wealth Partners, LLC
Previous Registrations
Apex Financial Advisors, INC
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations1 state
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