Global Financial Group Advisors (operating as Stonebridge Financial Group) provides investment management, financial planning, and retirement plan consulting services. The firm builds tailored portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and other securities, while continuously monitoring and rebalancing them based on client goals. Standalone financial planning covers investment planning, retirement, estate, charitable giving, education, tax strategies, real estate analysis, insurance, and debt management. The firm also assists employer retirement plan sponsors with investment monitoring, asset allocation models, and fiduciary risk management. Employees are also registered representatives of Osaic Wealth and may receive commissions for selling securities or insurance products, creating a potential conflict of interest.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.55% |
Fees are negotiable depending on the needs of the client and complexity of the situation.