Stonebrook Private provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Stonebrook works with clients to identify their investment goals, risk tolerance, and financial situation to create a customized portfolio strategy. They use exchange-traded funds, individual stocks, covered options, structured investments, and alternative investments. Stonebrook may also recommend unaffiliated investment managers or investment platforms. Financial planning services cover investment planning, retirement planning, personal savings, education savings, and insurance needs.
Fee Structure
Stonebrook Private offers investment management as part of its wealth management services. The annual fee for the Stonebrook Private Wrap Fee Program can be up to 1.25% of your portfolio, depending on the complexity of your situation and the amount you invest. There is a $7,500 minimum annual fee per household, but Stonebrook may waive this. Stonebrook may also recommend Betterment Institutional, a robo-advisor, for investment portfolios. Betterment charges a separate fee in addition to Stonebrook's fee.