Christopher Davidson
Christopher Davidson is a CFP-designated registered investment advisor at Iht Wealth Management LLC, based in Tampa, FL, with 19 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
3410 Henderson Blvd Ste 200, Tampa, FL, 33609
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Regulatory History (1)
Customer Dispute
April 2015Other Business ActivitiesSells Insurance
Christopher provides investment advisory services through IHT Wealth Management, dedicating about three-quarters of his time to this activity. He also engages in fixed insurance sales and real estate rental, spending minimal time on each.
Employment History
Current Registrations
Iht Wealth Management LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Flaharty Asset Management, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations19 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.