Christopher Deacy
Christopher Deacy is a CFP-designated registered investment advisor at Iht Wealth Management LLC, based in Woodridge, IL, with 22 years of industry experience. Christopher 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
940 S. Frontage Road, Suite 1400, Woodridge, IL, 60517
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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.
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Christopher operates under two DBAs, IHT Wealth Management and CMD Wealth Partners, for his LPL business. He also provides investment advisory services through IHT Wealth Management, LLC, dedicating full-time hours to these activities.
Employment History
Current Registrations
Iht Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Lincoln Financial Distributors, INC.Broker
Quasar Distributors, LLCBroker
Atel Securities CorporationBroker
Dws Scudder Distributors, INC.Broker
State Registrations13 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.