Timothy Feldheim
Timothy Feldheim is a registered investment advisor at Iht Wealth Management LLC, based in Northbrook, IL, with 22 years of industry experience. Timothy 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
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 Registrations6 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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