Advisor at The Investment House LLC
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Firm
The Investment House LLC
Location
Las Vegas, NV
Credentials
CFP®, Series 65
Industry experience
8 years
Andrew Woodman is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at The Investment House LLC since 2018 and previously spent five years at Personal Capital Advisors Corporation. The Investment House LLC provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, and institutional investors. The firm manages separately managed accounts, a registered mutual fund, and multiple private funds, employing a top-down/bottom-up investment process across various strategies.
Based on The Investment House LLC
$0+: up to 1.5%, majority charged 1.0% or less (negotiable) $0+: 0% (some clients charged zero fee)
Performance-based fees charged by Mercury Partners L.P. (a Private Fund), portion received by TIH.
Account minimum: $1,000,000 Fee-only: Annual investment advisory fees range from 1.5% to zero; majority charged 1.0% or less; fees are negotiable.
Las Vegas, NV
California · Nevada
The Investment House LLC
2018 - Present (8 years)
Personal Capital Advisors Corporation
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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