Stockbridge Private Wealth Management provides ongoing portfolio management services to clients, determining investment goals, objectives, and risk tolerance. Investment strategies, investment selection, and asset allocation are based on these factors. Clients authorize Stockbridge to execute investment program transactions. Financial plans may be completed, including a review of Wills, Estate Plans and Trusts, Investments, Taxes, Qualified Plans, Insurance, Retirement Income, Social Security, and College Planning at no additional cost.
Assets Under Management$52M
Clients90
Advisors2
Avg. per Client$580K
Avg. per Advisor$26M
www.stockbridgewealth.com ·www.linkedin.com/company/stockbridge-private-we... ·www.youtube.com/@stockbridgeprivatewealthma2930
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 1.35% |
| $350K - $1.5M | 1.25% |
| $1.5M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.40% |
| $6M+ | 0.25% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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