Adam Mason
Adam Mason is a registered investment advisor at Iht Wealth Management LLC, based in Plymouth, WI, with 17 years of industry experience. Adam 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
515 E Mills St, Suite 3, Plymouth, WI, 53073
Get directionsHistory
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
Adam has several business activities, including real estate rental, entities for tax reporting, and Sheboygan Flight, LLC. He also dedicates nearly full-time hours to providing investment advisory services through IHT Wealth Management.
Employment History
Current Registrations
Iht Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Advisors' Pride INC.
LPL Financial LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
Centaurus Financial, INC.Broker
PFS Investments INC.Broker
State Registrations10 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.
Exams
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