Stonebridge Financial Group offers investment advice and financial planning to high net worth individuals, families, trusts, estates, businesses, and retirement plans. Stonebridge provides wealth management services through continuous personal contact and interaction, primarily through discretionary investment management using low-cost, diversified mutual funds and exchange-traded funds. Stonebridge also offers financial planning services covering investment planning, retirement planning, personal savings, education savings, and insurance needs.
Fee Structure
Stonebridge Financial Group's wealth management fees range from 0.50% to 2.00% annually, based on the amount you invest, the complexity of your situation, and your overall relationship with Stonebridge. These fees are taken from your account monthly. Fees may be negotiable. The total fee, including fees paid to outside investment managers Stonebridge may use, will not exceed 2.50% annually.