Timothy Wahl is a registered investment advisor at The Investment House LLC, based in Rancho Palos Verdes, CA, with 25 years of industry experience. Timothy 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
Rancho Palos Verdes, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
The Investment House LLC
Previous Registrations
First Western Investment Management, INC.
Gkm Advisers, LLC
Gkm Advisers INC.
State Registrations1 state
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.