Frank Acosta
Frank Acosta is a registered investment advisor at Iht Wealth Management LLC, based in San Antonio, TX, with 24 years of industry experience. Frank 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
85 NE Loop 410, Suite 401, San Antonio, TX, 78216
Get directionsHistory
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
Frank is associated with One Resource Group for non-variable insurance and IHT Wealth Management as an IAR. He also works as an agent for Lincoln National Life Insurance Co. and as an adjunct professor at Palo Alto Community College, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Iht Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Spc
Sigma Financial CorporationBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Swbc Investment Company
Swbc Investment Services, LLCBroker
Aig Financial Advisors, INC.Broker
Aig Financial Advisors, INC.
Investment Professionals, INC.Broker
Investment Professionals, INC.
American Express Financial Advisors INC.Broker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Andrew Garrett INC.Broker
Rbr Securities, INC.Broker
Edward JonesBroker
Rbr Securities, INC.Broker
UBS Painewebber INC.Broker
State Registrations7 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.