Beacon Bridge Wealth Partners offers personalized financial planning and investment management services. Investment advice is customized to each client’s objectives. The firm primarily uses exchange traded funds, but may also use mutual funds, stocks, bonds, and other investments. Beacon Bridge may recommend unaffiliated money managers. Financial planning covers retirement, education, estate, cash flow, tax, and insurance needs.
Assets Under Management$430M
Clients717
Advisors6
Avg. per Client$600K
Avg. per Advisor$71M
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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
Your Portfolio Value
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Estimated Annual Fee
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