Stonebridge Wealth Management offers investment management and financial planning services to individuals, high-net-worth individuals, trusts, corporations, partnerships, and other entities. Stonebridge analyzes client financial situations, investment objectives, and risk tolerance to create suitable portfolios. They may use third-party service providers for tax and estate planning assistance. Stonebridge also offers a wrap fee program.
Assets Under Management$280M
Clients288
Advisors3
Avg. per Client$980K
Avg. per Advisor$94M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged for investment management will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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