AA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
153 advisors
Number of Clients
23,131 clients
Average Client Portfolio
$276K average
Assets Under Management
$6.4B
Fee Structure
Minimum Investment:$5K
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
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Advisor Information
Office location
401 E Jackson, Tampa, FL, 33602
Get directionsRegulatory History
Clean regulatory record
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
Anton uses IHT Wealth Management as a DBA for his LPL business since 2022. This activity is investment-related.
Employment History
Current Registrations
Iht Wealth Management LLC
December 2022 - Present · 3 yrs 1 mo
LPL Financial LLC Broker
June 2022 - Present · 3 yrs 7 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.