Susan Garbarino
Susan Garbarino is a CFP-designated registered investment advisor at Iht Wealth Management LLC, based in Sarasota, FL, with 23 years of industry experience. Susan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 25,536 clients with $9.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
IHT Wealth Management may charge an annual fee of up to 2% of assets under management. Fees are individually negotiated with each client, and smaller accounts may be subject to higher fees.
Fee Estimator
Location
1343 Main Street, Suite 402, Sarasota, FL, 34236
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Susan operates under several DBAs for her LPL business, including Mueller Financial Services and Mueller Wealth. She also provides investment advisory services through IHT Wealth Management, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Iht Wealth Management LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Mueller Financial Services, INC.
1st Global Advisors INC
1st Global Capital CORP.Broker
State Farm Vp Management CORP.Broker
State Registrations2 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.
Exams
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