Stonebridge Financial Planning Group provides personalized financial planning and investment management services to individuals, families, businesses, and retirement plans. The firm offers comprehensive financial planning covering retirement income, taxes, estate planning, insurance, and divorce financial analysis. For investment management, Stonebridge Financial Planning Group creates tailored portfolios using stocks, bonds, mutual funds, exchange-traded funds, and alternative investments, typically acting with the authority to make trades without asking first. The firm partners with Commonwealth Financial Network for brokerage, clearing, and custody services through National Financial Services. Stonebridge Financial Planning Group emphasizes a client-first approach, developing customized asset allocation strategies based on individual goals, risk tolerance, and time horizons.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory management fee generally does not exceed 1.5% of assets under management. Additional program fees apply for PPS Select models ranging from 0.10% to 0.25%. Fees may be negotiable for households with over $2,000,000 in advisory assets.