Ian Baker
Ian Baker is a registered investment advisor at Iht Wealth Management LLC, based in Chicago, IL, with 26 years of industry experience. Ian 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 (1)
Customer Dispute
June 2020Other Business ActivitiesSells Insurance
Ian operates PRB Wealth Management as a DBA for his LPL business and provides non-variable insurance products. He also provides investment advisory services through IHT Wealth Management and its DBA, Bridge Benefit Group, dedicating about a quarter of his time to IHT Wealth Management activities.
Employment History
Current Registrations
Iht Wealth Management LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
Ameritas Investment CORP.Broker
Carillon Investments, INC.Broker
Allmerica Investments, INC.Broker
State Registrations22 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.