Iht Wealth Management LLC
Assets Under Management
$6.4B
Number of Clients
23,131
Number of Advisors
153
Average Client AUM
$276K
AUM per Advisor
$41.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
IHT Wealth Management LLC provides discretionary asset management services based on client investment objectives, goals, and risk tolerance. They offer financial planning, ERISA plan consulting, and access to third-party money managers. They also participate in collateralized loan programs.
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
Location
123 N. Wacker Dr., Suite 2300, Chicago, IL, 60606