Stonebridge Financial Planning Group offers investment advisory services and programs designed to meet various client investment philosophies, goals, needs, and investment objectives. These services include financial planning, retirement plan consulting, and asset management through Commonwealth Financial Network's programs. Stonebridge also provides divorce planning services. Educational seminars and workshops are offered, focusing on general education without individualized advice.
Assets Under Management$330M
Clients340
Advisors5
Avg. per Client$970K
Avg. per Advisor$66M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.40% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Management fees may be negotiable for households with more than $2,000,000 in advisory assets at Stonebridge's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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