Marc Harary
Marc Harary is a registered investment advisor at Iht Wealth Management LLC, based in Chicago, IL, with 24 years of industry experience. Marc 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
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2016Employment Separation After Allegations
January 2011Other Business ActivitiesSells Insurance
Marc operates under the DBAs PRB Wealth Management and Harary Financial Group for his LPL business, and is an IAR with IHT Wealth Management. He also works as an agent selling life, disability, and long-term care insurance, taking up a significant portion of his time.
Employment History
Current Registrations
Iht Wealth Management LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Hsbc Brokerage (USA) INC.Broker
State Registrations8 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.