Stonebridge Capital Advisors Review


Trust Score 96%
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Stonebridge Capital Advisors, federally registered in 1997, is a Registered Investment Advisor (RIA) in 22 state(s) with a licensed staff of 1 advisors. Stonebridge Capital Advisors manages $1.2 billion and provides investment advisory services for 1,153 clients (1:1153 advisor/client ratio).

Stonebridge Capital Advisors requires a $0 minimum investment and charges a blended rate between 1.75% and 0.90% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 22 years

Considerations


  • There is only one licensed advisor for every 1153 clients (industry average 1:50)
  • Communications sent to the firm’s website are not secure and encrypted
  • Custodian is unknown

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $1,016,369
Hybrid Advisor No
Disciplinary History No
Total AUM $1.2 billion
Advisor / Client Ratio 1:1153
Headquarters Paul, MN
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $1,000,000 1.75%
$1,000,001 to $3,000,000 1.25%
$3,000,001+ 0.90%


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