Raymond Stone
Raymond Stone is a registered investment advisor at Stone House Investment Management, LLC, based in Tunkhannock, PA, with 22 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,015 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.48% |
| $500K - $1.0M | 0.97% |
| $1.0M - $1.5M | 0.80% |
| $1.5M+ | 0.40% |
Sentinel accounts are not included for purposes of calculating discounts in our blended tiered fee schedule. There is a separate fee schedule for assets on the Power Savings Platform.
Fee Estimator
Location
80 West Tioga Street, Tunkhannock, PA, 18657
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Raymond is a director at Stone House Tax, Business & Municipal Accounting, LLC, dedicating about 10% of his time to business direction and guidance. He is also a director at Indemnitree, LLC, focusing on insurance sales and dedicating minimal time, and an owner of Scenic Acres, LLC, dedicating about a quarter of his time to providing financial advisory services.
Employment History
Current Registrations
Stone House Investment Management, LLC
Previous Registrations
Robert J. Brown, CFP
Pan-American Investment Advisers, INC.
State Registrations1 state
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