Stonebridge Wealth Management provides investment advice to individuals who meet the requirements to be considered a "qualified client." They use different investment strategies based on a client's risk tolerance, ranging from conservative to aggressive. These strategies are implemented using quantitative models developed in Python. Stonebridge does not offer financial planning services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Stonebridge Wealth Management charges a performance-based fee. No fee is charged if your portfolio earns 5% or less in a year. If your portfolio earns more than 5%, the firm charges 30% of the amount above the 5% hurdle rate. For example, if your portfolio earns 35%, the fee is 9%.
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