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CFP

Michael Mccord

Iht Wealth Management LLC
31 Years of Experience
Land O'Lakes, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Mccord is a CFP-designated registered investment advisor at Iht Wealth Management LLC, based in Land O'Lakes, FL, with 31 years of industry experience. Michael 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.

Iht Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
160 advisors
Number of Clients
25,536 clients
Average Client Portfolio
$384K average
Assets Under Management
$9.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

20719 Sterlington Drive, Suite 104, Land O'Lakes, FL, 34638

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History

Regulatory History
Clean regulatory record

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.

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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
March 2019 - Present · 7 yrs 7 mos
LPL Financial LLCBroker
September 2009 - Present · 17 yrs 1 mo
Previous Registrations
Independent Financial Partners
January 2004 - March 2019 · 15 yrs 2 mos
William E. Hamm & Associates,inc
January 2004 - December 2005 · 1 yr 11 mos
Mutual Service CorporationBroker
October 1997 - September 2009 · 11 yrs 11 mos
New England SecuritiesBroker
September 1993 - March 1995 · 1 yr 6 mos
Pruco Securities CorporationBroker
August 1991 - June 1992 · 10 mos
The Prudential Insurance Company of AmericaBroker
August 1991 - June 1992 · 10 mos
State Registrations34 states
ALARCACOCTFLGAIAILINKSKYLAMAMDMIMOMSMTNCNHNJNMNVNYOHOKORPASCTNTXVAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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