Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IHT charges up to 2% of assets under management annually for investment advisory services, but fees are individually negotiated and may be higher for smaller accounts. For the LPL Guided Wealth Portfolios (GWP) program, clients are charged a maximum account fee of 1.35%, which includes an LPL program fee of 0.35% and an advisor fee of up to 1.00%.
Areas of Practice
Advisor Information
Office location
123 N. Wacker Dr., Suite 2300, Chicago, IL, 60606
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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 →Other Business ActivitiesSells Insurance
Bryan set up Hays Capital Management, LLC as an S-corp to receive income from LPL, spending minimal time on it. He also operates under the DBAs nVision Wealth and provides investment advisory services through IHT Wealth Management LLC, dedicating full-time hours to these activities, and sells non-variable insurance through The Insurance Partners, spending a few hours per week.