Peter Hass is a CFP-designated registered investment advisor at Iht Wealth Management LLC, based in Northbrook, IL, with 40 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 25,536 clients with $9.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
IHT Wealth Management may charge an annual fee of up to 2% of assets under management. Fees are individually negotiated with each client, and smaller accounts may be subject to higher fees.
Fee Estimator
Location
500 Skokie Blvd., Suite 285, Northbrook, IL, 60062
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Regulatory 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 Activities
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 Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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