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
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
Catarina operates her LPL business under the DBA IHT Wealth Management since 2016. She also has an administrative role as a Registered Investment Advisor Hybrid with IHT Wealth Management, dedicating full-time hours to this role.