Christopher Handlee
Christopher Handlee is a registered investment advisor at Iht Wealth Management LLC, based in Jacksonville, FL, with 32 years of industry experience. Christopher 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
220 E Forsyth Suite F, Jacksonville, FL, 32202
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2005Other Business ActivitiesSells Insurance
Christopher operates under the DBA Keystone Financial Strategies Group since 2008. He also sells non-variable insurance through Keystone Financial Strategies Group, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Iht Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations4 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.