| Assets Under Management | Annual Fee |
|---|---|
| Up to $50.0M | 0.40% |
| $50M+ | 0.40% |
Fees negotiable for accounts over $50 million.
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.
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