Thomas Ireland is a registered investment advisor at Iht Wealth Management LLC, based in Dawn, MO, with 30 years of industry experience. Thomas 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
Dawn, MO
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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.
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Thomas is involved in several business activities, including Ireland Farms (since 2016), IHT Wealth Management (since 2016), Bering AU LLC (since 2017), Ireland Financial LLC, Ireland Agri Drone LLC, and Ireland Land Company LLC. He dedicates minimal time to Bering AU LLC and about a few hours per week each to Ireland Agri Drone LLC and Ireland Land Company LLC.
Employment History
Current Registrations
Iht Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward JonesBroker
N.I.S. Financial Services, INC.Broker
State Registrations10 states
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