David Dewitt is a registered investment advisor at Iht Wealth Management LLC, based in Sarasota, FL, with 24 years of industry experience. David 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
Sarasota, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David operates IHT Wealth Management as a DBA for LPL business and provides investment advisory services through IHT Wealth Management, spending about 10-20% of his time on each. He also owns multiple real estate rental properties and David G. DeWitt Financial LLC for tax/investment purposes, spending about a quarter of his time on the latter.
Employment History
Current Registrations
Iht Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
VALIC Financial Advisors, INC.
Lincoln Investment Planning, INC.Broker
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations1 state
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