Broker Check

How we are compensated...

Committed to Explaining Fees in a Common Language

Committed to Explaining Fees in a Common Language

We believe simpler is better. When it comes to investments and financial planning, you deserve to know what you’re getting and what it costs. We build custom, comprehensive financial plans based on your needs.

No hidden charges. No upcharges. No Guesswork.

We're here to serve as your trusted guide. That means giving you a full understanding of your financial situation.

What makes Stonebridge different?

Our holistic planning includes investment management, tax planning, retirement planning, estate planning, a cash-flow review, a health care spending analysis and more. This full-service approach is included in your financial plan because we take pride in doing the job right and guiding our clients towards their True North.

Our Tiered Fee Structure
Our advisory fees follow a blended-tier structure, meaning the more your money grows, the lower the percentage you pay. This approach is designed to keep our interests aligned. A simple way to understand it is to think again of how the U.S. tax brackets work — but in reverse.

Why This Matters
This reverse-tier structure provides built-in cost efficiency as your wealth grows. Essentially, you keep more of what you build with no surprises or jump in fees. It’s a straightforward and fair framework that mirrors our philosophy:


No hidden charges. No upcharges. No Guesswork.

What would you pay?

Estimated Fee Calculator

Estimated Fee Calculator

Understanding your advisory fees should be simple, clear, and transparent — and our Fee Calculator is here to make it simple. Estimate your advisory fee by entering the amount of assets Stonebridge would manage.

$
Assets Under Management: $0
Annual Advisory Fee: $0
Effective Rate: 0.00%

Fee Schedule

$0 - $1,000,000 1.45%
$1,000,001 - $2,000,000 1.00%
$2,000,001 - $5,000,000 0.85%
$5,000,001 - $10,000,000 0.60%
$10,000,001+ 0.50%

*Fees can be negotiated and changed at the sole discretion of Stonebridge Financial Partners

Do you want Transparent Fees?

Take the time meet with one of our advisors. They can answer your questions and help you take the first step towards creating your own personalized road map.

Schedule Consultation