AW
CFP
AW
CFP

Andrew Woodman

8 Years of Experience
Las Vegas, NV

Andrew Woodman is a CFP-designated registered investment advisor at The Investment House LLC, based in Las Vegas, NV, with 8 years of industry experience. Andrew 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
Clean regulatory record

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.

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Employment History
Current Registrations
The Investment House LLC
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Personal Capital Advisors Corporation
April 2016 - May 2018 · 2 yrs 1 mo
State Registrations2 states
CANV
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.