Perry Nafziger
Perry Nafziger is a registered investment advisor at Iht Wealth Management LLC, based in Lutz, FL, with 25 years of industry experience. Perry 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
16540 Pointe Village Dr., Ste 201, Lutz, FL, 33558
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Regulatory History (1)
Customer Dispute
May 2005Other Business ActivitiesSells Insurance
Perry provides tax preparation and accounting services through Perry FG Tax, and sells insurance products through Equity Wealth Management, spending a few hours per week on each. Perry also provides investment advisory services through IHT Wealth Management, dedicating full-time hours to this activity.
Employment History
Current Registrations
Iht Wealth Management LLC
Previous Registrations
Independent Financial Partners
LPL Financial LLC
LPL Financial LLCBroker
Rk Advisors
Kovack Securities INC.Broker
Archer Alexander Securities CorporationBroker
Nations Financial Group, INC.Broker
Archer Alexander Securities CorporationBroker
Gunnallen Financial, INCBroker
Gunnallen Financial, INCBroker
Kovack Securities INC.Broker
Interfirst Capital CorporationBroker
San Clemente Securities, INC.Broker
State Registrations1 state
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.