Facts and Insights
STONE BRIDGE ASSET MANAGEMENT, LLC is a trusted financial advisor that helps clients reach their financial goals. With a team of experienced professionals and a wide range of financial services, they provide personalized solutions that meet the unique needs of each client. Founded in 2001, STONE BRIDGE ASSET MANAGEMENT, LLC has established a strong reputation for integrity, transparency, and expertise in the financial industry.
How does the advisor help clients – Key Takeaways:
- Personalized financial solutions
- Experienced team of professionals
- Strong reputation for integrity and expertise
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 20 years |
Financial Services Offered
STONE BRIDGE ASSET MANAGEMENT, LLC offers a wide range of financial services to help clients reach their financial goals. These include:
- Wealth management
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning and management
Client Types
STONE BRIDGE ASSET MANAGEMENT, LLC serves a diverse client base, including:
- Individuals and families
- High net worth individuals
- Corporate executives
- Small business owners
- Retirees
Fees & Compensation
STONE BRIDGE ASSET MANAGEMENT, LLC is a fee-only financial advisor, which means they do not receive any commissions or compensation from product sales. They are transparent about their fees and only charge a percentage of the assets under management. This ensures that their clients’ best interests are always the top priority.
Background
The team at STONE BRIDGE ASSET MANAGEMENT, LLC has a diverse background and deep understanding of the financial industry. They have experience in various areas, such as investment management, tax planning, and financial planning. They are also committed to staying up-to-date with the latest market trends and changes, ensuring that their clients’ portfolios are well-managed and diversified.
Financial Advisor Disclosures to Know
Before working with a financial advisor, it is essential to understand any disclosures they may have. STONE BRIDGE ASSET MANAGEMENT, LLC has a clean record with no disciplinary actions or complaints filed against them. They are also registered with the Securities and Exchange Commission (SEC) and are a member of the Financial Industry Regulatory Authority (FINRA).