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Stone House Investment Management, Llc
Tunkhannock, Pennsylvania
4.8
5 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...see more
Assets Under Mgmt
$401.51M
Investment Professionals
10
Locations
1
% 401K & Individual
% Discretionary
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
Reviews for Stone House Investment Management, Llc
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