Stonebridge Financial Group, LLC
Assets Under Management
$1.8B
Number of Clients
1,299
Number of Advisors
22
Average Client AUM
$1.4M
AUM per Advisor
$83.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Stonebridge Financial Group, LLC (SFG) is a Registered Investment Adviser providing tailored investment advice and financial planning consulting services. They offer discretionary and non-discretionary investment advisory services through a managed account program. SFG also provides company-sponsored retirement plan consulting services.
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
Location
602 North Front Street, Wormleysburg, PA, 17043