Daniel Nessim
Daniel Nessim is a registered investment advisor at Iht Wealth Management LLC, based in Chicago, IL, with 35 years of industry experience. Daniel 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
Get directionsHistory
Regulatory History (2)
Regulatory
April 2006Customer Dispute
August 2002Other Business ActivitiesSells Insurance
Daniel is involved in several investment-related businesses, including A & C Management Group, LTD where he sells non-variable insurance products, and multiple DBAs for his LPL business. He also provides investment advisory services through IHT Wealth Management and its DBA, Bridge Benefits Group, dedicating a significant amount of time to these activities.
Employment History
Current Registrations
Iht Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Ameritas Investment CORP.Broker
Cambridge Investment Research, INC.Broker
American Portfolios Financial Services, INC.Broker
Yankee Financial Group, INC.Broker
Wise Planning CORP.Broker
Signator Investors, INC.Broker
Allmerica Investments, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations8 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.