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
1213 Hylton Heights Road Suite 109, Manhattan, KS, 66502
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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
Aaron is involved in several investment-related activities, including V Wealth Management, V Wealth Advisors LLC, WCG Wealth Advisors LLC, and Konza Wealth Advisors, dedicating a significant amount of time to these endeavors. Aaron also works as an insurance advisor for Stewart Financial, LLC, focusing on non-variable insurance, which takes about 10-20% of his time.