The Investment House LLC (TIH) provides ongoing investment portfolio management services tailored to each client's needs. TIH works with clients to develop an investment policy based on their goals, risk tolerance, and financial situation. TIH also manages mutual funds and private funds. TIH generally limits its investment advice to mutual funds, stocks, bonds, ETFs, REITs, and U.S. government securities.
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.