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 ActivitiesSells Insurance
Alex operates Mueller Financial Services as a DBA for LPL business and is an insurance agent selling non-variable insurance, dedicating minimal time to the latter. Alex also provides investment advisory services through IHT Wealth Management LLC, spending nearly full-time hours on this activity, and operates Mueller Wealth as another DBA for LPL business, dedicating significantly more than full-time hours.