Jennifer Schultz
Jennifer Schultz is a registered investment advisor at Stone House Investment Management, LLC, based in Tunkhannock, PA, with 1 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
Jennifer is a part-owner and Secretary/Treasurer of Schultz Auto Body & Detail, LLC, spending minimal time on paperwork. Jennifer also has a Pennsylvania insurance license and acts as an agent for clients at Stone House since 2004.
Employment History
Current Registrations
Stone House Investment Management, LLC
State Registrations1 state
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.