Ruth Forehand
Ruth Forehand is a CFP-designated registered investment advisor at Iht Wealth Management LLC, based in Chicago, IL, with 29 years of industry experience. Ruth 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
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.