Stonebridge Wealth Management LLC

Stonebridge Wealth Management, LLC is an Illinois-based firm jointly owned by William Laipple and Christopher Plahm, offering investment advisory and financial planning services to various clients, including high-net-worth individuals, trusts, corporations, and partnerships. The firm's investment management services are tailored to each client's objectives, risk tolerance, and financial circumstances. Stonebridge may engage third-party service providers for tax and estate planning and utilize third-party software for portfolio analysis. Clients receive written or oral reports outlining financial plans and recommendations. Stonebridge operates as a fiduciary for retirement accounts, acting in clients' best interests. The firm manages $232,056,399 in discretionary assets as of December 31, 2024. Fees for investment management services do not exceed 1.50% annually and are billed quarterly based on account values. Stonebridge does not accept performance-based fees and generally requires a minimum account size of $500,000. The firm does not engage in principal trading and does not receive compensation for recommending third-party service providers. Stonebridge recommends Charles Schwab & Co., Inc. as a custodian for client accounts and does not have custody of client funds unless authorized. Clients grant limited power of attorney for trading activities, and Stonebridge does not vote client securities proxies. The firm has no financial issues impairing its services and has not filed for bankruptcy in the past ten years.