Matthew Hilding is a registered investment advisor at Iht Wealth Management LLC, based in Chicago, IL, with 24 years of industry experience. Matthew 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew owns Hilding Brothers LLC, which was created to hold a real estate investment fund, since 2016. He devotes no time to this business.
Employment History
Current Registrations
Iht Wealth Management LLC
Previous Registrations
Dws Distributors, INC.Broker
Blackrock Investments, LLCBroker
Deutsche Am Distributors, INC.Broker
John Hancock Advisers, LLC
Mfc Global Investment Management (U.S.), LLC
John Hancock Funds, LLCBroker
Van Kampen Advisors INC
Van Kampen Funds INC.Broker
Aig Sunamerica Capital Services, INC.Broker
Van Kampen Funds 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.