Stonebridge Wealth Management LLC
Assets Under Management
$232.1M
Number of Clients
280
Number of Advisors
3
Avg. Portfolio per Client
$829K
Avg. Managed per Advisor
$77.4M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Stonebridge Wealth Management offers investment management and financial planning services to individuals, high-net-worth individuals, trusts, corporations, partnerships, and tax-exempt entities. Stonebridge helps clients with their investment portfolios, financial circumstances, and goals. They may engage third-party service providers to assist with tax and estate planning. Stonebridge also offers a wrap fee program.
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged for investment management will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
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Location
1010 Jorie Blvd, Suite 144, Oak Brook, IL, 60523