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Marie-Belle Mikue

Stonebridge Advisors LLC
9 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Stonebridge Advisors LLC
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
281 clients
Average Client Portfolio
$38.6M average
Assets Under Management
$10.8B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $50.0M0.00%
$50M+0.00%

Fees negotiable for accounts over $50 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

Stonebridge Advisors LLC, 10 Westport Road Suite C-101, Wilton, CT, 06897

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Stonebridge Advisors LLC
November 2016 - Present · 9 yrs 3 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.