How does the advisor help clients – Key Takeaways:
As a premier financial firm, Stockbridge Capital Group, LLC provides expert financial advice to its clients. With a team of experienced professionals and a wide range of financial services, Stockbridge Capital Group aims to help clients achieve their financial goals and secure their financial future.
Facts and Insights
Founded in 2003, Stockbridge Capital Group, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm is headquartered in San Francisco, California and has approximately $15 billion in assets under management. With a strong focus on real estate investments, Stockbridge Capital Group has established itself as a leading player in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (in billions) |
|---|---|---|
| 2003 | 50 | $15 |
Financial Services Offered
Stockbridge Capital Group offers a wide range of financial services to its clients. These include but are not limited to:
- Investment Management
- Wealth Planning
- Estate Planning
- Retirement Planning
- Tax Planning
Client Types
Stockbridge Capital Group caters to a diverse client base which includes individuals, high-net-worth individuals, families, and institutions. The firm prides itself on providing personalized and tailored financial guidance to each of its clients, regardless of their net worth.
Fees & Compensation
Stockbridge Capital Group charges fees based on a percentage of assets under management. The firm’s fee schedule is as follows:
| Account Value | Annual Fee |
|---|---|
| Less than $500,000 | 1.50% |
| $500,000 – $1 million | 1.00% |
| $1 million – $3 million | 0.75% |
| Above $3 million | 0.50% |
Stockbridge Capital Group does not receive any commissions for the sale of financial products, ensuring that their clients’ best interests are always the top priority.
Background
The founders of Stockbridge Capital Group, LLC have a combined experience of over 50 years in the financial industry. The firm’s team of advisors is made up of highly qualified professionals with diverse backgrounds and expertise, allowing them to provide comprehensive financial advice to clients.
Financial Advisor Disclosures to Know
Stockbridge Capital Group, LLC has no legal or disciplinary disclosures on their record, ensuring the highest level of trust and transparency with their clients.