Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SFG charges asset management fees quarterly in advance, based on asset size and service complexity, with a maximum annual fee of 2%. Consulting services are included, but separate financial planning agreements may be negotiated. A quarterly account maintenance fee of $25 is charged for non-discretionary accounts using Stonebridge's Black Diamond software. Option accounts incur an additional 0.25%-0.5% fee. Financial planning fees are fixed ($3,000-$5,000 per plan) or hourly ($250-$350 per hour), charged in arrears. Retirement plan services have separate fees, up to 1.00% annually for plans with assets of $800,000 or more, or a flat fee of $4,000 for smaller plans.
Areas of Practice
Advisor Information
Office location
602 North Front Street, Wormleysburg, PA, 17043
Get directionsRegulatory History
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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Carly works as a paraplanner and CA with Stonebridge Financial Group full-time, and as a licensed administrator with Private Client Services for about half her time. She is also a Notary Public of PA, dedicating minimal time to this non-investment related activity.