Stonebridge Capital Management NW provides continuous investment advice and makes investments for clients based on their individual needs and goals. They offer discretionary portfolio management, primarily using investments purchased through Charles Schwab. The firm monitors client investments and provides performance reporting. Their investment allocation is unique for each client based on risk tolerance, age, objectives, and liquidity.
Assets Under Management$49M
Clients36
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$25M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees may be negotiated or waived for immediate family members of the principles of the firm and certain non-profit organizations. At times, due to special circumstances, a client’s fee may be different than the fee and schedule listed above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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