Stonehenge Retirement Planners LLC (SRP) works with retirement plan sponsors as a co-fiduciary, helping them build investment portfolios and oversee their performance. SRP assists in defining the plan's Investment Policy Statement and offers ongoing portfolio reviews. SRP also provides financial education to plan participants. SRP generally limits its investment advice to investment choices found within the retirement plans of its clients.
Assets Under ManagementN/A
Clients350
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Stonehenge Retirement Planners charges an annual fee based on the total value of assets under advisement.
The annual fee ranges from 0.05% to 1.50% of the assets. The fees are negotiable, and the advisory relationship can be terminated with 30 days' written notice.
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