Stone House Investment Management, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Stone House Investment Management offers investment advice tailored to clients' needs. They provide asset management services, including discretionary portfolio management and model portfolios. They also offer financial planning services, including developing financial plans to help clients achieve their goals. Stone House may use sub-advisers or recommend third-party investment advisers. They also offer tax and accounting services through an affiliated entity.
Assets Under Management$670M
Clients1,015
Advisors17
Avg. per Client$660K
Avg. per Advisor$39M
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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