Daniel Pappas
Daniel Pappas is a CFP-designated registered investment advisor at Iht Wealth Management LLC, based in Tampa, FL, with 27 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 25,536 clients with $9.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
IHT Wealth Management may charge an annual fee of up to 2% of assets under management. Fees are individually negotiated with each client, and smaller accounts may be subject to higher fees.
Fee Estimator
Location
3030 N Rocky Point Dr W, Tampa, FL, 33607
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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
Daniel is involved in several business activities. He provides investment advisory services through IHT Wealth Management, dedicating full-time hours to this role, and sells fixed annuities, spending a few hours per week. He also has a DBA for his LPL business.
Employment History
Current Registrations
Iht Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Raymond James Financial Services, INC.Broker
T. Rowe Price Investment Services, 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.
Exams
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