Stonebridge Financial Group provides investment management, financial planning, and retirement plan consulting services to individuals, high-net-worth individuals, charitable organizations, and corporations. The firm tailors its investment strategies to each client's specific goals, risk tolerance, and time horizon using a variety of analysis methods such as asset allocation, dollar-cost averaging, and long-term purchases. Stonebridge Financial Group operates as a registered investment advisor and requires clients to use a qualified custodian, such as Charles Schwab & Co., for holding their assets. In addition to portfolio management, the firm offers financial planning services covering risk assessment, investment planning, and estate planning, as well as specialized consulting for company-sponsored retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees do not exceed 2.00%. Fees are negotiable in individual cases. Accounts with options trading authorized may incur an additional fee ranging from 0.25% to 0.5%.