SF

Scott Thomas Fleming

37 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
7 advisors
Number of Clients
281 clients
Average Client Portfolio
$38.6M average
Assets Under Management
$10.8B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $50.0M0.40%
$50M+0.40%

Fees negotiable for accounts over $50 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

Stonebridge charges an annual management fee based on the value of your portfolio. The standard fee is 0.40% for portfolios up to $50 million. Fees for portfolios over $50 million are negotiable. These fees do not include brokerage commissions, transaction fees, or other related costs. Stonebridge generally requires a minimum of $250,000 of assets for separately managed accounts that are sponsored through an approved WRAP Program, although the minimum may be lower for certain programs.

Areas of Practice
Investment Management
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Advisor Information

Office location

187 Danbury Road, Wilton, CT, 06897

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Regulatory History (1)
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Regulatory
January 2000
Final
Employment History
Current Registrations
Stonebridge Advisors LLC
March 2005 - Present · 20 yrs 10 mos
Previous Registrations
Stonebridge Asset Management,llc
May 2003 - March 2011 · 7 yrs 10 mos
Spectrum Asset Management, INC.Broker
October 1987 - December 1999 · 12 yrs 2 mos
Drexel Burnham Lambert IncorporatedBroker
January 1985 - August 1987 · 2 yrs 7 mos
State Registrations2 states
CTTX
Advisor
Exams
No exam information available for this advisor.