Michael Mccord
Michael Mccord is a CFP-designated registered investment advisor at Iht Wealth Management LLC, based in Land O'Lakes, FL, with 30 years of industry experience. Michael 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
20719 Sterlington Drive, Suite 104, Land O'Lakes, FL, 34638
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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 ActivitiesSells Insurance
Michael is involved in several investment-related activities, including operating Pinnacle Wealth Management as a DBA for LPL business and providing investment advisory services through IHT Wealth Management LLC. He also has involvement with non-variable insurance through multiple entities and owns Forefront Insurance agency, dedicating minimal time to each of these insurance-related activities.
Employment History
Current Registrations
Iht Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
William E. Hamm & Associates,inc
Mutual Service CorporationBroker
New England SecuritiesBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations31 states
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