Stonebridge Wealth Management

Financial Advisor in Devon, PA

Firm Info
Address: 920 Cassatt Rd Suite 202, Berwyn, PA 19312, USA
Phone: (610) 222-5593

Firm Size
Assets Under Management: $171.6 million
# of Advisors: 2
# of Clients: 568
Client to Advisor Ratio: 284:1
Average Account Size: $302,085
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Stonebridge Wealth Management Overview

Founded in 2020, Stonebridge Wealth Management is a registered investment advisory firm headquartered in Nashville, TN. The firm is dedicated to providing investment advice only and operates on a fee-only arrangement, ensuring that their clients receive unbiased advice without any conflicts of interest. Stonebridge Wealth Management offers a range of services to help individuals and small businesses manage their portfolios and achieve their financial goals. Their services include financial planning, portfolio management, and selection of other advisors. Additionally, the firm provides general consulting services to help clients with various financial issues and concerns. At Stonebridge Wealth Management, their team of experts is committed to providing personalized solutions to meet the unique needs of each client. They take a comprehensive approach to financial planning and understand that there is no one-size-fits-all strategy that works for everyone. They work closely with clients to develop customized plans that are tailored to their specific financial goals and objectives. Overall, Stonebridge Wealth Management is an experienced firm that can help clients achieve financial success through informed and effective investment strategies.

STONEBRIDGE WEALTH MANAGEMENT caters to a diverse range of clients, including individuals, high net worth individuals, charitable organizations, and various other types of corporations. With a client-centric approach, the firm understands the unique financial needs of each of its clients. They strive to provide a comprehensive financial management package that aligns with their clients' long-term goals and objectives. The firm also accepts other types of clients that are not listed, extending their services to cater effectively to others who require personalized and professional financial assistance. The firm offers multiple fee structures to provide clients with flexibility in choosing an appropriate payment model for the service provided. The typical fee structures offered by STONEBRIDGE WEALTH MANAGEMENT include a percentage of assets under management (AUM), an hourly rate-based system, and fixed fees. The AUM fee structure is a percentage-based model that is suitable for clients who seek a comprehensive, all-inclusive service package that manages their investment portfolio. Hourly based rates are perfect for clients requiring short-term assistance with specific financial issues. The fixed fee structure is ideal for clients who require a more comprehensive package that includes various financial services that align with their long-term objectives. The firm's multiple fee structures make it quite convenient for clients to take on services that give them the best value for their money while ensuring quality financial management services.

Typical Clients, Fee Structures & Investment Minimum

From the note in Stonebridge Wealth Management's Part 2 Brochure, it can be determined that the investment minimum for the firm is $250,000. The note states that "We generally require a minimum of $250,000 to open and maintain an advisory account." This means that clients must invest at least $250,000 in order to open an account with Stonebridge Wealth Management and that they must maintain that minimum investment in order to continue working with the firm. It is worth noting that the word "generally" indicates that there may be some exceptions to this investment minimum, but this is the baseline requirement for most clients.

How This Office Can Help Devon, PA Residents

Stonebridge Wealth Management assists clients in Devon, PA by offering a wide range of financial planning and investment management services. Whether individuals are looking to plan for retirement, manage their investments, or develop a comprehensive financial plan, Stonebridge offers customized solutions to meet their needs. Devon, PA residents may be facing various financial situations, including navigating the changing landscape of retirement planning, managing investments amid market volatility, or simply needing guidance on managing their finances. Stonebridge's team of experienced advisors can help individuals in Devon navigate these complexities and develop a plan tailored to their unique circumstances. They provide objective advice and work with clients to create a comprehensive plan that addresses their current needs and goals for the future. By partnering with Stonebridge, clients in Devon can have peace of mind knowing their financial future is in good hands.

To view the Minimum Investment and Fee Schedule for Stonebridge Wealth Management, visit their Part 2 Brochure.

Services Offered by Stonebridge Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Stonebridge Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 920 Cassatt Rd Suite 202, Berwyn, PA 19312, USA
Phone (610) 222-5593
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location LOEWS VANDERBILT PLAZA, 2100 WEST END AVENUE, SUITE 660, NASHVILLE, TN 37203, United States

This firm has no other locations.

State Registrations

Stonebridge Wealth Management is registered to service clients in the following states:

  • California
  • Florida
  • Louisiana
  • Ohio
  • Tennessee
  • Texas
  • Virginia

Disciplinary History

Stonebridge Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.