Peter Hass is a CFP-designated registered investment advisor at Iht Wealth Management LLC, based in Chicago, IL, with 39 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 23,131 clients with $6.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IHT Wealth Management charges a percentage of your portfolio's value for investment management. The exact fee is negotiated with each client, up to a maximum of 2% annually. Clients with smaller accounts may pay higher fees. IHT also offers access to LPL Financial's Guided Wealth Portfolios (GWP), which charges a maximum fee of 1.35%, including LPL's program fee of 0.35% and an advisor fee up to 1.00%.
Location
123 N. Wacker Dr., Suite 2300, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter operates Pivotal Financial, LLC for tax/investment purposes, dedicating minimal time. He also provides investment advisory services through IHT Wealth Management LLC, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Iht Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Sheridan Road
Independent Financial Partners
Sheridan Road Advisors, LLC
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Dean Witter Reynolds INC.Broker
State Registrations11 states
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