MC
MC
Michael Cravath
7 Years of Experience
Tunkhannock, PA
1 DisclosureMay Earn Commission
Michael Cravath is a registered investment advisor at Stone House Investment Management, LLC, based in Tunkhannock, PA, with 7 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
1,015 clients
Average Client Portfolio
$660K average
Assets Under Management
$669.9M
Fee Structure
Minimum Annual Fee:$996
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
80 West Tioga Street, Tunkhannock, PA, 18657
Get directionsHistory
Regulatory History (1)
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Financial
September 2018Final
Employment History
Current Registrations
Stone House Investment Management, LLC
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2018 - November 2019 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2018 - November 2019 · 1 yr 10 mos
State Registrations1 state
PA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.