Each of our clients has a unique set of circumstances and needs. To address these issues, we have created an array of services and portfolio management solutions to accommodate their financial lives. In addition to planning services as needed, we offer a variety of investment management solutions that can be used individually, or in tandem with each other to create a total portfolio solution that fits the needs of our clients. Please see the other sections of our site to learn more about the services and portfolio management offerings at Stone House.

Stone House Annual Portfolio Management fees range from .20% to 3.00%

  *See Form ADV II for additional information regarding fees