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Glenn Goodstein

23 Years of Experience
Del Mar, CA
1 Disclosure

Glenn Goodstein is a registered investment advisor at The Investment House LLC, based in Del Mar, CA, with 23 years of industry experience. Glenn 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

2190 Carmel Valley Road, Suite D, Del Mar, CA, 92014

Get directions

History

Regulatory History (1)
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Customer Dispute
October 2015
Settled
Other Business Activities

Glenn is the owner/president of GSG Capital Advisors since 1997 and a managing member of MG Capital Partners, LLC since 2016. He dedicates about a quarter of his time to each of these investment-related activities.

Employment History
Current Registrations
The Investment House LLC
November 2012 - Present · 13 yrs 6 mos
Previous Registrations
Carmel Capital Partners, LLC
January 2012 - March 2016 · 4 yrs 2 mos
First Western Investment Management, INC.
November 2009 - November 2012 · 3 yrs
Gsg Capital Advisors, LLC
April 2004 - January 2020 · 15 yrs 9 mos
Gkm Advisers, LLC
August 2003 - August 2009 · 6 yrs
Gkm Advisers INC.
September 2002 - August 2003 · 11 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.