Stonebridge Wealth Management

Wealth Management Firm in Greenville County, SC

Firm Info
Address: E Broad St, Greenville, SC 29601, USA
Phone: (864) 312-5302

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

Stonebridge Wealth Management is a highly respected registered investment advisory firm based in Nashville, TN that has been in business since 2020. This fee-only firm specializes in providing personalized investment advice only, steering clear of any conflicts of interest that come with commission-based compensation structures. By adhering to a fee-only arrangement, Stonebridge Wealth Management is able to offer their clients a level of transparency that is second to none. One of the core services offered by Stonebridge Wealth Management is financial planning. Their team of expert advisors work closely with individuals and small businesses to identify their financial goals and develop a roadmap to help them achieve those goals. The firm's advisors take a holistic approach to financial planning, taking into account various aspects of each client's financial situation to develop a personalized plan that is tailored to their individual needs. In addition to financial planning, Stonebridge Wealth Management also offers portfolio management services to help clients manage their investments. Their investment experts closely monitor market trends and make informed investment decisions on behalf of their clients. Clients have access to a wide range of investment options, including stocks, bonds, and mutual funds. Stonebridge Wealth Management is also dedicated to helping clients find the advisors they need to help them achieve their financial goals. Their team of experts are well-connected in the industry and can refer clients to other trusted professionals who can provide additional services such as tax planning, estate planning, and insurance advice. In addition to their core services, Stonebridge Wealth Management also offers general consulting services to help clients address any financial questions or concerns they may have. Their advisors are always available to provide guidance and advice to help clients make informed financial decisions. Overall, Stonebridge Wealth Management is a comprehensive advisory firm that provides personalized investment advice and a wide range of financial services to help clients achieve their financial goals.

STONEBRIDGE WEALTH MANAGEMENT caters to a diverse range of clients, including individuals, high net worth individuals, charitable organizations, and other corporations not recorded. Regardless of client type, STONEBRIDGE WEALTH MANAGEMENT is dedicated to offering comprehensive financial services, from investing to financial planning and risk management. STONEBRIDGE WEALTH MANAGEMENT further extends its reach to service any other type of client seeking top-notch financial management. When it comes to pricing, STONEBRIDGE WEALTH MANAGEMENT offers various fee structures depending on the service provided. For instance, clients seeking asset management services can choose to pay a percentage of their assets under management (AUM) rather than fix fees. Alternatively, clients undergoing a specific financial planning service may choose a flat fee. The firm's hourly option is preferable to clients who require custom financial advice. STONEBRIDGE WEALTH MANAGEMENT's approach to pricing models caters to the unique needs of each client and is designed to be as flexible and accommodating as possible.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Stonebridge Wealth Management is $250,000, as noted in their Part 2 Brochure. The brochure states that they "generally require" this amount to open and maintain an advisory account. There is no indication that this minimum may vary depending on the type of account or investment strategy chosen by the client. It is important to note this minimum requirement before considering engaging Stonebridge Wealth Management for their services.

How This Office Can Help Greenville County, SC Residents

Stonebridge Wealth Management provides a range of financial planning and investment management services to clients in Greenville County, SC. Their team of experienced financial advisors work closely with clients to identify their financial goals and develop a customized plan to achieve them. For someone living in Greenville County, SC, there are a range of financial situations that Stonebridge Wealth Management can assist with. This may include retirement planning, estate planning, investment management, tax planning, and risk management. With their extensive knowledge and expertise in these areas, Stonebridge Wealth Management can help clients navigate complex financial decisions and ensure they are on track to meet their long-term financial goals. Whether someone is just starting out in their career or nearing retirement, Stonebridge Wealth Management can provide the guidance and support needed to achieve financial security.

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 E Broad St, Greenville, SC 29601, USA
Phone (864) 312-5302
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.