Advisor at The Investment House LLC
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Firm
The Investment House LLC
Location
Del Mar, CA 92014
Credentials
Series 63, Series 65
Industry experience
23 years
Glenn Goodstein is a financial advisor with The Investment House LLC in Del Mar, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at MG Capital Partners since 2016 and has been with The Investment House LLC since 2012. He is also the owner and president of GSG Capital Advisors, a separate investment-related business. 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 several 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.
2190 Carmel Valley Road, Suite D
Del Mar, CA 92014
California
MG Capital Partners
2016 - Present (10 years)
The Investment House LLC
2012 - Present (14 years)
Gsg Capital Advisors, Llc
1997 - Present (29 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
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