Advisor at The Investment House LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Investment House LLC
Location
Redondo Beach, CA 90277
Credentials
Series 65
Industry experience
4 years
Tyler Logan is a financial advisor at The Investment House LLC with a Series 65 designation and four years of industry experience. Prior to joining The Investment House in 2020, he worked at PayJunction and held roles at UCSB, Sinjin Volleyball Camp, and Santa Monica High School. The Investment House LLC provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, and institutional investors. The firm employs a combined top-down and bottom-up investment approach across multiple strategies and manages separately managed accounts, a registered mutual fund, and private pooled investment vehicles.
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.
210 Avenue I, Ste C
Redondo Beach, CA 90277
California
The Investment House
2020 - Present (6 years)
PayJunction
2019 - 2020 (1 year)
UCSB
2016 - 2020 (4 years)
Sinjin Volleyball Camp
2016 - 2018 (2 years)
Santa Monica High School
2011 - 2016 (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
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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