Stonebridge Financial Group offers investment management through its Wealth Management program, utilizing various securities. It also provides direct financial advice through its Financial Consulting program, covering areas like financial planning, debt management, and tax planning. Stonebridge also offers retirement plan advisory services to employer plan sponsors.
Assets Under Management$0
ClientsN/A
Advisors14
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Stonebridge Financial Group's fee for Wealth Management is based on the amount of your portfolio, but the annual fee will not exceed 1.5%. The advisory fee is charged quarterly in advance. If a third-party money manager is used, their fees will be in addition to Stonebridge's advisory fee.
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