Stonebridge Wealth Systems offers investment management, retirement plan services, and financial planning. For investment management, Stonebridge may use sub-advisors or third-party managers. Financial planning includes full financial plans or assistance with individual topics. Stonebridge acts as a limited scope ERISA 3(21) fiduciary, advising plan sponsors on investment decisions. Stonebridge also receives referral fees from third party managers.
Assets Under Management$280M
Clients927
Advisors11
Avg. per Client$300K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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