Stonebridge Capital Management offers investment supervisory and management services, including setting investment objectives, selecting securities, and managing portfolios. They may work with clients' other advisors on financial, tax, estate, and retirement planning. Stonebridge provides individualized portfolio management and specialized investment strategy management. All client portfolios are managed on a discretionary basis.
Assets Under Management$310M
Clients251
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Fees are negotiable. Under certain limited circumstances, Stonebridge will also negotiate a fixed fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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