Kurtis Medeiros
Kurtis Medeiros is a registered investment advisor at Stone House Investment Management, LLC, based in Clarks Summit, PA. 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
103 W Grove Street, Clarks Summit, PA, 18411
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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 Activities
Kurtis operates Abington Financial Group as a DBA for his LPL business, dedicating full-time hours to it. He also engages in real estate rental through Summit Valley Realty LLC and 704 BLVD LLC, owns Northeast Dumpsters and Rentals, works as a notary, and has outside employment at Tunkhannock Ford, also full-time.
Employment History
Current Registrations
Stone House Investment Management, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
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