Stonebridge Wealth Systems manages investment portfolios and offers personalized financial planning and retirement plan consulting for individuals, families, and business owners. Stonebridge Wealth Systems builds customized portfolios based on each client's specific goals, time horizon, and risk tolerance, often utilizing outside managers or specialized sub-advisors when appropriate. In addition to managing investments, Stonebridge Wealth Systems creates comprehensive financial plans and provides hourly consulting on specific topics like retirement strategies, cash flow analysis, and estate preservation. The team also assists employers with managing retirement plans such as 401(k)s and profit-sharing plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Charged monthly in arrears based on average daily account balance.