Stonebridge Advisors specializes in managing investments in preferred, hybrid, and fixed income securities. Stonebridge uses credit analysis, relative value analysis, and technical analysis. Stonebridge offers investment strategies to meet different investor needs, including maximizing total return, income, and capital preservation. Stonebridge does not advise on overall portfolio asset allocation or provide tax advice.
Assets Under Management$11B
Clients281
Advisors5
Avg. per Client$39M
Avg. per Advisor$2.2B
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.40% |
| $50M+ | 0.40% |
Fees are negotiable for portfolios over $50 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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