Global Financial Group Advisors, operating as Stonebridge Financial Group, provides financial advice to help clients meet their goals. As a fiduciary, the firm is legally required to act in the client's best interest. GFGA offers retirement plan consulting to employer plan sponsors, asset management by creating portfolios of various securities, and standalone financial planning and consulting services.
Assets Under Management$650M
Clients766
Advisors5
Avg. per Client$850K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.55% |
Fees are negotiable depending on the client's needs and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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