A complete list of active advisors currently associated with Stonebrook Private LLC
Warmer can help you find a great advisor at Stonebrook Private LLC or one who fits your needs even better.
Stonebrook provides wealth management, investment management, and financial planning to individuals (including high-net-worth clients), trusts, estates, businesses, and retirement plans. The firm delivers services on a discretionary basis and also offers retirement-plan advisory and participant account management using a third‑party platform for held‑away assets. The firm’s investment approach is primarily long‑term and grounded in fundamental analysis, with portfolios constructed from ETFs, individual equities, covered options, structured products, and alternative investments; tactical overrides or shorter‑term trades are used when warranted. Stonebrook implements strategies through a mix of direct discretionary management, oversight of unaffiliated independent managers, and use of the Betterment Institutional platform, with periodic due diligence and at least annual formal reviews. Noteworthy aspects include operating and serving as portfolio manager for its own wrap fee program, under which advisory, custody and certain transaction services are consolidated through selected custodians and program options. The firm was founded recently yet manages roughly $937 million in client assets and has an outside minority investor (a 20% ownership stake), an ownership and growth profile that is uncommon among peers.
To learn more about the advisors currently working at Stonebrook Private LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Northville, MI
| 10
| |
Northville, MI
| 37
| |
Northville, MI
| 9
|
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