our automated (robo) investment solution
Is Stone Bridge GO! for you?
· Designed for early-stage investors
· Easy to set up and go
· Low account minimums
· Professional investment advice
· Automated portfolio rebalancing
· Integrated with a practical planning tool
· Auto deposit
· Advisor oversight and streamlined coaching
· 1% annual all-in cost for accounts of $10,000 or more
Get started with Stone Bridge GO!
Easy to set up and go
Click the link to Stone Bridge GO! to get started! Or you can copy and paste the link (https://connect.emaplan.com/2qk) into your favorite secure browser. Allow at least 10 minutes to input your personal financial information to customize the best portfolio for your current situation.
low account minimums
Initial investments can be as low as $5,000, however, the minimum fee of $100 per year will increase the all-in-cost to over 1% for accounts smaller than $10,000.
advisor oversight and streamlined coaching
Limited one-on-one coaching is included. More in-depth planning and discussion is available with a planning fee tailored to your need, the complexity of the plan, and time involved.
1% annual all-in cost for accounts of $10,000 or more
The annual all-in-cost of 1% covers the fee for the digital investment service itself (including the planning tool), the investment management fees for the underlying mutual funds and exchange-traded funds (ETFs), and the fee of Stone Bridge Asset Management.
The annual all-in-cost of 1% assumes an account value of $10,000 or more. The minimum annual cost is $100, so if the account's value falls below the $10,000 level, the annual cost will be more than 1%.