Suzana Bogoevska
Suzana Bogoevska is a CFA, CFP-designated registered investment advisor at Iht Wealth Management LLC, based in Washington, MI, with 16 years of industry experience. Suzana 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
58757 Van Dyke Rd, #547, Washington, MI, 48094
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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
Suzana uses Venice Wealth Partners LLC as a DBA for both her advisory and insurance business. She is an insurance agent.
Employment History
Current Registrations
Iht Wealth Management LLC
Previous Registrations
Portfolio Solutions LLC
PNC Investments
Tiaa-Cref Advice and Planning Services
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Comerica Securities
State Registrations1 state
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.