Stonebridge Financial Group

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$740M
Clients783
Advisors5
Avg. per Client$940K
Avg. per Advisor$150M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.55%

Fees are negotiable depending on the needs of the client and complexity of the situation.

Fee Estimator
Your Portfolio Value
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Location

5 Advisors at this firm

Stonebridge Financial Group - Fees, AUM & Advisors | TrueAdvisor