Clinton Sandmann
Clinton Sandmann is a CFP-designated registered investment advisor at Iht Wealth Management LLC, based in Manhattan, KS, with 18 years of industry experience. Clinton 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
1213 Hylton Heights Road Suite 109, Manhattan, KS, 66503
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Clinton is an investment advisor representative (IAR) through WCG Wealth Advisors, LLC, doing business as Konza Wealth Advisors, dedicating full-time hours to this role. Clinton also owns Stewart Financial, LLC, an insurance company, and receives commissions from the sale of insurance products like life insurance and annuities, dedicating about a quarter of their time, but plans to close it down. Clinton also owns KlickSand, LLC for accounting purposes, dedicating full-time hours.
Employment History
Current Registrations
Iht Wealth Management LLC
Previous Registrations
The Wealth Consulting Group
V Wealth Advisors LLC
Stewart Advisory Services, LLC
Edward Jones
State Registrations1 state
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.