Thomas Cavaliere
Thomas Cavaliere is a registered investment advisor at Iht Wealth Management LLC, based in Leawood, KS, with 24 years of industry experience. Thomas 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
5251 W. 116th Place, Suite 200, Leawood, KS, 66211
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2024Other Business ActivitiesSells Insurance
Thomas is a trustee of his and his wife's trust, spending minimal time on this. He also provides investment advisory services through IHT Wealth Management LLC and its DBA, Tall Oaks Advisors, LLC, dedicating full-time hours to this activity, and is affiliated with multiple insurance companies, spending a few hours per week on these insurance-related activities.
Employment History
Current Registrations
Iht Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Nvision Wealth Group, LLC
Private Advisor Group, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations11 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.