Stonebridge Wealth Management, LLC
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Overview
Stonebridge Wealth Management, LLC is a financial advisor company based in Frisco, Texas. The company has $113.3 million in assets under management throughout 123 client accounts, placing it in the mid-tier of investment advisory firms in the United States by assets under management (AUM). Stonebridge Wealth Management, LLC has a small group, including 1 financial advisor. Stonebridge Wealth Management, LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as options, stocks and bonds.
Stonebridge Wealth Management, LLC administers all of its accounts on a discretionary basis. Discretionary management is a structure in which transaction decisions for the client's account are made by a portfolio manager without requiring the client's approval. The advisory firm supervises about $920,807 for each account. The average advisor at Stonebridge Wealth Management, LLC oversees about 123 client accounts.
Stonebridge Wealth Management, LLC's headquarters is at 6160 Warren Parkway, Frisco, Texas 75034. Stonebridge Wealth Management, LLC is legally registered to provide services to investors across a few states, including New Hampshire and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Stonebridge Wealth Management, LLC by the Numbers
$113.3 million
1
123
$920.8 thousand
Products and Services
Financial services provided by Stonebridge Wealth Management, LLC include portfolio management for individuals and small businesses and selection of other advisers. It is not involved in selling products or offering services aside from investment advice to its investment advisory customers.
Core Advisor Services
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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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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
A financial advisor's fees are based on the type of financial services provided. Fees billed by the firm typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Stonebridge Wealth Management, LLC.
Available
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Offered by 69% of firms
Percentage of Assets
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 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with retail investors and high net worth investors. Out of its 123 accounts, Stonebridge Wealth Management, LLC's biggest client is high net worth investors, although it also manages money for 29 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 72.5%
- Other Individuals - 27.5%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Stonebridge Wealth Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Stonebridge Wealth Management, LLC
Frisco, TX
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