Beacon Bridge Wealth Partners LLC

Item 5 - Fees and Compensation

Beacon Bridge charges fees based on a percentage of assets under management as well as fixed fees,
depending on the particular types of services to be provided. The specific fees charged by Beacon Bridge
for services provided will be set forth in each client’s Agreement.

     A. Financial Planning and Investment Management Services

Fees for Financial Planning and Consulting Services
Clients that are receiving financial planning services only are charged a one time fixed fee ranging from
$2,000 to $24,000, depending on the complexity of a client’s plan and services provided. The fee for
financial planning services will be billed in accordance with the agreement with the client, and may be
billed in periodic installments until final delivery of the financial plan or otherwise fully payable upon
delivery of the financial plan. Actual fees charged are clearly outlined in the financial planning agreement
and clients receive invoices reflecting the amount of the fee due and payable. Please refer to “Additional
Information Regarding Fees” below for more detailed information regarding fees paid by Beacon Bridge
clients.

Fees for Investment Management Services
Beacon Bridge charges an annual advisory fee that is agreed upon with each client and set forth in an
agreement executed by Beacon Bridge and the client. If fixed, the advisory fee will be specified on the fee
schedule as set forth in the agreement executed by Beacon Bridge and the client. If based on a percentage
of the value of assets under management, the advisory fee for the initial month shall be paid, on a pro rata
basis, in arrears, based on the value of the net billable assets under management at the end of such initial
month. For subsequent months, the advisory fee shall be paid, in advance, based on the asset value of the
client’s accounts as of the last business day of the preceding month as provided by third-party sources, such
as pricing services, custodians, fund administrators, and client-provided sources.

Following is Beacon Bridge’s asset based fee schedule for Investment Management Services:

                                           FEE SCHEDULE
                            Market Value of Assets                Max Rate
                      Up to $499,999                             1.35%
                      $500,000 to $999,999                       1.25%
                      $1,000,000 to $4,999,999                   1.00%
                      $5,000,000 to $9,999,999                   0.85%
                      $10,000,000 to $19,999,999                 0.70%
                      $20,000,000 and above                    negotiable
                      The percentage for the highest range of Managed Asset
                      value achieved applies to all Managed Assets, not just
                      Managed Assets within that range.

Beacon Bridge Wealth Partners                                                Disclosure Brochure

Notwithstanding the foregoing, Beacon Bridge and the client may choose to negotiate an annual advisory
fee that varies from the ranges and schedules set forth above. Factors upon which a different annual
advisory fee may be based include, but are not limited to, the size and nature of the relationship, the services
rendered, the nature and complexity of the products and investments involved, time commitments, and
travel requirements. The advisory fee charged by the Firm will apply to all of the client’s assets under
management, unless specifically excluded in the client agreement. The advisory fee may include the
financial planning services described above. Although Beacon Bridge believes that its fees are competitive,
clients should understand that lower fees for comparable services may be available from other sources and
firms.

The investment advisory agreement between Beacon Bridge and the client may be terminated at will by
either Beacon Bridge or the client upon written notice. Beacon Bridge does not impose termination fees
when the client terminates the investment advisory relationship, except when agreed upon in advance.

     B. Payment of Fees

Beacon Bridge generally deducts its advisory fee from a client’s investment account(s) held at his/her
custodian. Upon engaging Beacon Bridge to manage such account(s), a client grants Beacon Bridge this
limited authority through a written instruction to the custodian of his/her account(s). The client is
responsible for verifying the accuracy of the calculation of the advisory fee; the custodian will not determine
whether the fee is accurate or properly calculated. See Section A herewith for further information on fee
billing. A client may utilize the same procedure for financial planning or consulting fees if the client has
investment accounts held at a custodian.

Although clients generally are required to have their investment advisory fees deducted from their accounts,
in some cases, Beacon Bridge will directly bill a client for investment advisory fees if it determines that
such billing arrangement is appropriate given the circumstances.

The custodian of the client’s accounts provides each client with a statement, at least quarterly, indicating
separate line items for all amounts disbursed from the client's account(s), including any fees paid directly
to Beacon Bridge.

Clients may make additions to and withdrawals from their account at any time, subject to Beacon Bridge’s
right to terminate an account. Additions may be in cash or securities provided that the Firm reserves the
right to liquidate transferred securities or decline to accept particular securities into a client’s account.
Clients may withdraw account assets at any time on notice to Beacon Bridge, subject to the usual and
customary securities settlement procedures. However, the Firm generally designs its portfolios as long-term
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Item 7 - Types of Clients
Beacon Bridge offers investment advisory services to individuals, including high net worth individuals,
families, family offices, trusts, businesses, charitable foundations, and retirement/profit-sharing plans.
Beacon Bridge does not impose a minimum portfolio size or a minimum initial investment to open an
account. However, Beacon Bridge does reserve the right to accept or decline a potential client for any
reason in its sole discretion.