James Schmidt
James Schmidt is a registered investment advisor at Beacon Bridge Wealth Partners, LLC, based in Lower Gwynedd, PA, with 14 years of industry experience. James 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
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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 →Employment History
Current Registrations
Beacon Bridge Wealth Partners, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Lincoln InvestmentBroker
LPL Financial LLCBroker
AXA Advisors, LLCBroker
State Registrations1 state
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