Stonebridge Wealth Management

Stonebridge Investment Counsel, LLC is a registered investment adviser based in Nashville, TN, providing investment advisory services since 2002. The firm offers investment management services on a discretionary basis, tailored to meet individual needs and objectives. Clients must grant discretionary authority for the firm to manage their accounts, allowing for the purchase or sale of securities without prior approval. Stonebridge utilizes Independent Managers selected from a vetted list provided by Callan Associates, LLC, offering diversified investment options. The firm also provides wealth management services, including financial planning and consulting, covering areas such as asset protection, investment planning, and tax management. Stonebridge's fee structure for investment management services is based on a tiered percentage of assets under management, with additional fees for the selected investment platform. The firm does not accept performance-based fees or engage in side-by-side management. Stonebridge Investment Counsel, LLC does not have any reportable disciplinary information and is affiliated with OneAscent Financial Services LLC. Clients typically require a minimum of $250,000 to open and maintain an advisory account. The firm's investment strategies include technical and fundamental analysis, long-term and short-term purchases, and use of Independent Managers. Stonebridge does not participate in class action lawsuits or recommend IPOs unless requested by clients. The firm also provides information on IRA rollover considerations and its privacy policy. Clients are encouraged to review the comprehensive brochure for detailed information on Stonebridge's services, fees, and investment strategies.