Stone Hill Fiduciary Management provides investment advisory and fiduciary services to retirement plan sponsors related to their retirement plans. Stone Hill can act as a named fiduciary, plan administrator, investment advisor, or investment manager. Stone Hill assists plan sponsors in determining appropriate investment platforms, selecting investment menu offerings, and reviewing fund diversification. Stone Hill also provides ongoing services such as monitoring the plan's investment lineup and providing periodic fiduciary reviews.
Assets Under Management$2.4B
Clients93
AdvisorsN/A
Avg. per Client$26M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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