CF

Connor Shepard Fleming

10 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
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Stonebridge Advisors LLC
January 2015 - Present · 11 yrs
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.