Stockbridge Wealth Partners (SWP) offers investment management services. SWP partners with custodians and sub-advisors for portfolio management. SWP assists clients in selecting an appropriate allocation model, completing the custodian investor profile questionnaire, interacting with the custodian, and reviewing the sub-adviser recommendations. SWP meets with clients to discuss changes in their personal or financial situation and suitability.
Assets Under Management$19M
Clients100
Advisors1
Avg. per Client$190K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Total combined Stockbridge Wealth Partners annual fee + any Sub-advisor annual fees will not exceed 2.00% of client assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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