Edilberto Ortiz is a registered investment advisor at Iht Wealth Management LLC, based in Chicago, IL, with 39 years of industry experience. Edilberto 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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Edilberto is a partner at E.C.Ortiz & Co. LLP, where he provides accounting and auditing services, dedicating about half his time. He also owns residential rental real estate and provides investment advisory services through IHT Wealth Management, spending about 10-20% of his time on the latter.
Employment History
Current Registrations
Iht Wealth Management LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Mutual Service Corporation
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Transamerica Financial Resources, INC.Broker
State Registrations1 state
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