Karim Poonawala is a CFP-designated registered investment advisor at Iht Wealth Management LLC, based in Orlando, FL, with 38 years of industry experience. Karim 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
Orlando, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karim is involved in several business entities, primarily for tax/investment purposes and real estate rentals. He dedicates nearly full-time hours to providing investment advisory services through IHT Wealth Management.
Employment History
Current Registrations
Iht Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
First Montauk Securities CORP.
First Montauk Securities CORP.Broker
The Stuart-James Company, IncorporatedBroker
State Registrations18 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.