Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50.0M | 0.40% |
| $50M+ | 0.40% |
Fees negotiable for accounts over $50 million.
Fee Estimator
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
Advisor Information
Office location
Stonebridge Advisors LLC, 10 Westport Road Suite C-101, Wilton, CT, 06897
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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