Stonebridge Wealth Management, LLC

Stonebridge Wealth Management, LLC, established in 2008, specializes in providing investment management services for individuals, high net worth individuals, trusts, and retirement plans. The firm, based in Frisco, TX, manages portfolios on a discretionary basis, primarily utilizing passive and evidence-based mutual funds and Exchange Traded Funds (ETFs), with a focus on Dimensional Fund Advisors (DFA) offerings. Stonebridge may also include individual equity securities in client portfolios when necessary. Clients have the option to impose reasonable restrictions on the firm's discretionary authority. The firm charges an annual fee based on a percentage of assets under management, ranging from 1.00% for assets up to $999,999 to 0.40% for assets of $10,000,000 or greater. Stonebridge does not charge performance-based fees and requires a minimum account size of $1,000,000 for Investment Management Services, with exceptions considered on a case-by-case basis. The firm acts as a fiduciary and does not engage in principal or agency cross securities transactions for client accounts. Stonebridge's investment strategy is rooted in Modern Portfolio Theory, emphasizing long-term diversified portfolios and passive asset class mutual funds. The firm's investment philosophy aims to limit risk through broad diversification among asset classes and conservative fixed income securities. Clients receive quarterly performance reports and account reviews, with investment decisions based on client goals, objectives, and risk tolerance. Stonebridge Wealth Management, LLC is a registered investment adviser with a focus on acting in the best interests of its clients.