Stonebridge Financial Group offers investment advice tailored to clients' needs, including asset allocation strategies using various investment products. They provide both discretionary and non-discretionary investment advisory services through managed account programs. Stonebridge also offers financial planning consulting services covering risk assessment, investment planning, estate planning, and financial decision-making. They may recommend a bundled fee program where advisory and brokerage services are combined for a single fee.
Fee Structure
Stonebridge Financial Group charges fees based on the size of your portfolio and the complexity of services provided, up to a maximum of 2% annually. These fees are charged quarterly in advance. In some cases, Stonebridge may negotiate lower fees or waive them entirely. Consulting services are generally included in these fees, but separate financial planning agreements may be required in unique circumstances. An additional fee of 0.25% - 0.5% may be applied to accounts with options trading authorized.