Stonebrook Private Inc
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Overview
Stonebrook Private Inc operates as a financial advisory company based in Northville, Michigan. The company has a small team, including 2 financial advisors. Stonebrook Private Inc does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as stocks, bonds and options.
The firm's main office is at 182 E Main Street, Northville, Michigan 48167. The company is allowed to provide services to investors in the state of Michigan.
Number of Advisors
Disclosures
Office Location
Stonebrook Private Inc by the Numbers
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Products and Services
Stonebrook Private Inc provides a variety of services, which can consist of financial planning services, portfolio management for individuals and small businesses and selection of other advisers. However, the firm did not provide financial planning services to any of its customers in the last fiscal year. Stonebrook Private Inc does sell products or offer services apart from investment advisory services to its customers. It also has a number of financial industry affiliations, including with an insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors vary depending on which services are provided. However, fees charged by the firm likely are comprised of some blend of the following fee types: asset-based or fixed. The company does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Disclosures
Stonebrook Private Inc does not have any disclosures.
Please visit its Form ADV for more details.
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