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David Kahn

25 Years of Experience
Las Vegas, NV
1 Disclosure

David Kahn is a registered investment advisor at The Investment House LLC, based in Las Vegas, NV, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 271 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
271 clients
Average Client Portfolio
$7.2M average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

TIH offers ongoing investment management services. The annual advisory fees range from 1.5% to 0%, with most clients charged 1.0% or less. Fees are negotiable. Fees are paid quarterly, based on the value of the assets in the account. Accounts invested in the Growth Fund or Private Funds will not be included in the account value for calculating the management fee.

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Location

Las Vegas, NV

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History

Regulatory History (1)
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Criminal
October 1978
Final Disposition
Other Business Activities

David works as a Secretary and Chief Compliance Officer for The Investment House Funds. This investment-related activity takes minimal time.

Employment History
Current Registrations
The Investment House LLC
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
First Western Capital Management Company
March 2012 - November 2012 · 8 mos
First Western Investment Management, INC.
September 2009 - May 2012 · 2 yrs 8 mos
Gkm Advisers, LLC
August 2003 - August 2009 · 6 yrs
Gkm Advisers INC.
April 2000 - August 2003 · 3 yrs 4 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.