Stonebridge Capital Management INC
Assets Under Management
$311.4M
Number of Clients
251
Number of Advisors
1
Average Client AUM
$1.2M
AUM per Advisor
$311.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Stonebridge Capital Management offers discretionary investment supervisory services, assisting clients with setting objectives, establishing guidelines, selecting securities, and managing portfolios. They may collaborate with other advisors on financial, tax, estate, and retirement planning. The firm provides individualized and specialized investment strategy management.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Fees are negotiable.
Fee Estimator
The annual advisory fee is based on assets under management, including cash. The fee is 1.00% on the first $25 million, 0.75% on the next $25 million, and 0.50% on assets over $50 million. The minimum annual fee is $500. Fees are negotiable and may vary based on the assignment, portfolio size, services provided, and desired personal contact. Related accounts may be managed free of charge, as well as accounts of employees and their family members.
Areas of Practice
Location
1801 Century Park East, Suite 1800, Los Angeles, CA, 90067