Steven Steinberg is a registered investment advisor at The Investment House LLC, based in Pacific Grove, CA, with 23 years of industry experience. Steven 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
650 Lighthouse Avenue, Suite 220, Pacific Grove, CA, 93950
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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 Registrations2 states
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.