Preston Klick
Preston Klick is a registered investment advisor at Iht Wealth Management LLC, based in Manhattan, KS, with 25 years of industry experience. Preston 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
1213 Hylton Heights Road Suite 109, Manhattan, KS, 66502
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
Preston is involved in several business activities, including farming/real estate rental, notary public services, and serving as an IAR for WCG Wealth Advisors LLC (DBA Konza Wealth Advisors). He also has a business entity for tax/investment purposes and a DBA for his LPL business, dedicating a significant amount of time to his investment advisory roles.
Employment History
Current Registrations
Iht Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
The Wealth Consulting Group
V Wealth Advisors LLC
Edward Jones
Edward JonesBroker
A. G. Edwards & Sons, INC.Broker
State Registrations33 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.