STONE HOUSE INVESTMENT MANAGEMENT, LLC
Tunkhannock, Pennsylvania
5.0
7 Reviews
Stone House Investment Management, LLC, based out of Tunkhannock, PA, is a reputable local investment advisory firm. With 13 dedicated employees, 10 of whom specialize in providing investment advisory services, Stone House offers comprehensive financial guidance to its clients. Each investment advisor, on average, oversees an impressive $10,120,000 in assets under management. The firm's compensation structure is diverse, encompassing various methods such as a percentage of assets under management. With a strong focus on client satisfaction, Stone House has amassed a substantial client base of over 580 individuals, with assets und...
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Assets Under Mgmt

$401.51M

Investment Professionals

10

Locations

1

% 401K & Individual

47%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Commissions
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Educational seminars/workshops
Other Business Activities
Insurance broker or agent
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