Dario Kerkez
Dario Kerkez is a registered investment advisor at Iht Wealth Management LLC, based in Chicago, IL, with 17 years of industry experience. Dario 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
123 N. Wacker Dr., Suite 2300, Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2021Other 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
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Uvest Financial Services Group, INC.Broker
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.