Stonebridge Advisors LLC
Assets Under Management
$10.8B
Number of Clients
281
Number of Advisors
7
Average Client AUM
$38.6M
AUM per Advisor
$1.5B
Compensation
Fee-Only (AUM)
About This Firm
Stonebridge provides discretionary investment management and supervisory services, specializing in portfolios of preferred, hybrid, and other fixed income securities. They utilize a combined bottom-up and top-down approach to security selection, encompassing credit analysis, relative value analysis, and technical analysis. Stonebridge also serves as a sub-advisor to First Trust Funds.
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
Location
10 Westport Road, Suite C101, Wilton, CT, 06897-4543