Stonehenge Private Client Group provides investment management services tailored to individual needs, including discretionary and non-discretionary options. They may recommend outside managers. They also offer retirement plan services to plan sponsors and participants, providing informational and educational services. Stonehenge tailors services to client needs and allows reasonable restrictions on investments.
Assets Under Management$54M
Clients35
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Fees may be negotiable in some circumstances. Accounts may be aggregated in a “household” for purposes of determining the fee breakpoints.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...