Kyriacos Antoniadis
Kyriacos Antoniadis is a registered investment advisor at Iht Wealth Management LLC, based in Chicago, IL, with 26 years of industry experience. Kyriacos 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
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
Kyriacos has a business entity for tax/investment purposes, spends time as an investment advisor with IHT Wealth Management (full-time), and sells fixed annuities and Medicare Supplement Health Plans. Kyriacos also owns rental real estate property in Portugal.
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 & Associates, INC.
Raymond James & Associates, INC.Broker
First Union Brokerage 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.