John Schonberg is a CFA-designated registered investment advisor at Stonebridge Capital Advisors LLC, based in Tequesta, FL. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,674 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.90% |
| $500K+ | 1.75% |
Fees are annualized and billed quarterly in advance. Related client accounts are grouped into households for fee calculation. Stonebridge retains discretion to negotiate alternative fees based on account complexity and relationship size.
Fee Estimator
Location
250 Tequesta Drive, Suite 306, Tequesta, FL, 33469
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Stonebridge Capital Advisors LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Andrew Plum, CFPElevation Point Wealth Partners, LLC
- Gregg Konopaske, CFPCorient
- C Small, CFPWells Fargo Advisors