Stonebridge Wealth Management (SWM) manages investment portfolios for individuals, high net worth individuals, trusts, and retirement plans. SWM works with clients to determine their investment goals and risk tolerance, then designs a written investment policy. SWM typically uses passive or evidence-based mutual funds and ETFs, primarily recommending Dimensional Fund Advisors (DFA). SWM may also consult on financial areas like tax planning, college planning, and retirement planning.
Assets Under Management$130M
Clients40
Advisors1
Avg. per Client$3.4M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts. Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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