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
4711 Golf Road, Ste. 705, Skokie, IL, 60642
Get directionsRegulatory 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 →Other Business Activities
Alexander operates under KMG Wealth Management as a DBA for his LPL business and provides administrative support to IHT Wealth Management, LLC, dedicating about half of his time. He also engages in tax preparation and accounting through KMG Accounting and Prescient CPA, spending a few hours per week on these activities.