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Dario Kerkez

Iht Wealth Management LLC
17 Years of Experience
Chicago, IL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Dario Kerkez is a registered investment advisor at Iht Wealth Management LLC, based in Chicago, IL, with 17 years of industry experience. Dario 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

1730 North Clark St, Suite 3105, Chicago, IL, 60614

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History

Regulatory History (1)
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Customer Dispute
December 2021
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Dario solicits health insurance and medicare supplement plans through MIBS General Agency, sells fixed life insurance through Brokers Alliance, and works with LTCI Partners, CRUMP, and ASH Brokerage, all dedicating a few hours per week to each. He also provides investment advisory services through IHT Wealth Management and has a business entity for tax/investment purposes.

Employment History
Current Registrations
Iht Wealth Management LLC
September 2018 - Present · 8 yrs 1 mo
LPL Financial LLCBroker
March 2018 - Present · 8 yrs 7 mos
Previous Registrations
Private Advisor Group, LLC
March 2018 - February 2019 · 11 mos
MML Investors Services, LLC
March 2017 - March 2018 · 1 yr
MML Investors Services, LLCBroker
March 2017 - March 2018 · 1 yr
Msi Financial Services, INC.
January 2013 - March 2017 · 4 yrs 2 mos
Msi Financial Services, INC.Broker
December 2012 - March 2017 · 4 yrs 3 mos
Chase Investment Services CORP.
April 2010 - March 2011 · 11 mos
Chase Investment Services CORP.Broker
April 2010 - March 2011 · 11 mos
Metlife Securities INC.
November 2007 - April 2010 · 2 yrs 5 mos
Metlife Securities INC.Broker
September 2007 - April 2010 · 2 yrs 7 mos
Uvest Financial Services Group, INC.Broker
March 2007 - September 2007 · 6 mos
State Registrations7 states
FLILINORSCWAWI
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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