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Brian Gaffney

Iht Wealth Management LLC
22 Years of Experience
Braintree, MA
Broker
View SEC Summary
View SEC Summary

Brian Gaffney is a registered investment advisor at Iht Wealth Management LLC, based in Braintree, MA, with 22 years of industry experience. Brian 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.

Iht Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
160 advisors
Number of Clients
25,536 clients
Average Client Portfolio
$384K average
Assets Under Management
$9.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

25 Braintree Hill Office Park, Suite 200, Braintree, MA, 02184

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Brian operates his LPL business under the DBA IHT Wealth Management, starting in June 2020. He also provides investment advisory services through IHT Wealth Management as a Registered Investment Advisor, dedicating nearly full-time hours to these activities.

Employment History
Current Registrations
Iht Wealth Management LLC
June 2020 - Present · 6 yrs 4 mos
LPL Financial LLCBroker
March 2012 - Present · 14 yrs 7 mos
Previous Registrations
U.S. Wealth Management
March 2012 - June 2020 · 8 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2009 - March 2012 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2007 - March 2012 · 4 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
June 2005 - August 2007 · 2 yrs 2 mos
Signator Investors, INC.Broker
July 2004 - July 2005 · 1 yr
State Registrations18 states
ALCACOCTFLILKSMAMENCNHNJNVNYRITXVTWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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