Stone Bridge Asset Management offers financial planning, financial coaching, and investment portfolio management. Financial planning covers areas like estate planning, risk management, and retirement. Financial coaching focuses on budgeting, debt management, and savings. Investment management is tailored to each client's financial situation and goals. Stone Bridge also provides retirement plan advisory services to Plans and Plan Fiduciaries.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
The fees are assessed a flat rate based on the value of the account. The minimum portfolio value is generally set at $10,000. The minimum annual fee for any account is $100. Stone Bridge may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where Stone Bridge deems it appropriate under the circumstances.