Stonebridge Asset Management provides investment management services to individuals, high net worth individuals, trusts, estates, and business entities. They primarily use index-based mutual funds and exchange traded funds, individual equity securities, and/or options. They may also use additional types of investments if appropriate. Investment decisions are based on client-supplied information about their financial situation, goals, and risk tolerance.
Assets Under Management$11M
Clients37
Advisors1
Avg. per Client$310K
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $750K | 1.80% |
| $750K - $2.0M | 1.40% |
| $2M+ | 1.00% |
Fees are negotiable and may be discounted at Stonebridge's discretion. Some clients may be under different fee schedules honoring prior agreements. SAM may aggregate related client accounts for purposes of calculating the advisory fee rate applicable to the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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