Stonebridge Financial Solutions provides portfolio management based on individual client goals and risk tolerance. They create investment policy statements and offer discretionary advisor services. Stonebridge Financial Solutions also offers financial planning services, including investment planning, insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$29M
Clients233
Advisors2
Avg. per Client$120K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.00% |
| $750K - $1.5M | 1.50% |
| $1.5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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