Ryan Mccain
Ryan Mccain is a CFP-designated registered investment advisor at Iht Wealth Management LLC, based in Skokie, IL, with 25 years of industry experience. Ryan 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
4711 Golf Road, Suite 705, Skokie, IL, 60076
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business Activities
Ryan manages KMG Accounting, a tax preparation business, dedicating minimal time (5%). He also provides investment advisory services through IHT Wealth Management (about 10-20% of his time) and operates KMG Wealth Management as a DBA for his LPL business (full-time).
Employment History
Current Registrations
Iht Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Lasalle Financial Services, INC.
Lasalle Financial Services, INC.Broker
Citicorp Investment ServicesBroker
State Registrations9 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.