Timothy Feldheim
Timothy Feldheim is a registered investment advisor at Iht Wealth Management LLC, based in Northbrook, IL, with 21 years of industry experience. Timothy 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
500 Skokie Blvd., Suite 285, Northbrook, IL, 60062
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2005Other Business Activities
Timothy coaches high school football at Loyola Academy, dedicating about 10-20% of his time. He also operates his LPL business under the DBA Sheridan Road Financial full-time and provides investment advisory services through IHT Wealth Management nearly full-time.
Employment History
Current Registrations
Iht Wealth Management LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sheridan Road
Independent Financial Partners
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations5 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.