Assets Under Management
$311.4M
Number of Clients
251
Number of Advisors
1
Average Client AUM
$1.2M
AUM per Advisor
$311.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Stonebridge Capital Management provides fee-based investment supervisory services, assisting clients in setting investment objectives, selecting securities, and managing portfolios. They offer individualized and specialized investment strategy management, working with clients' other advisors on financial, tax, estate, and retirement planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Fees are negotiable.
1801 Century Park East, Suite 1800, Los Angeles, CA, 90067