Ruth Forehand
Ruth Forehand is a CFP-designated registered investment advisor at Iht Wealth Management LLC, based in San Anotonio, TX, with 29 years of industry experience. Ruth 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
85 NE Loop 410, Suite 401, San Anotonio, TX, 78216
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 1998Other Business ActivitiesSells Insurance
Ruth sells fixed insurance products, dedicating minimal time to this activity. She 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
LPL Financial LLC
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Fac Wealth Management, LLC
Triad Advisors, INC.Broker
Rsm Mcgladrey, INC.
Birchtree Financial Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations7 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.