Marie-belle Mikue

Stonebridge Advisors LLC

9 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Stonebridge Advisors LLC

Compensation

Fee-Only (AUM)

Firm Size

7 advisors

Number of Clients

281 clients

Average Client Portfolio

$38.6M average

Assets Under Management

$10.8B

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $50.0M	0.00%
$50M+	0.00%

Fees negotiable for accounts over $50 million.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

Stonebridge Advisors LLC, 10 Westport Road Suite C-101, Wilton, CT, 06897

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Stonebridge Advisors LLC

November 2016 - Present · 9 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.