Stonebridge Capital Management NW provides continuous investment management services tailored to each client's individual needs and life goals. The firm operates with the authority to make trades without asking first, utilizing Charles Schwab & Co. as the custodian to hold client assets. Stonebridge Capital Management NW builds diversified portfolios using three main strategies: Core index funds and exchange-traded funds, actively managed Alpha investments, and Alternative non-correlated assets. The firm serves individuals, high-net-worth individuals, charitable institutions, foundations, and endowments. Stonebridge Capital Management NW does not charge performance-based fees and does not require clients to pay fees in advance.
Fee Structure
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 firm's principals and certain non-profit organizations, or based on the complexity of the financial profile.