Randall Powell is a registered investment advisor at Iht Wealth Management LLC, based in Chicago, IL, with 18 years of industry experience. Randall 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Randall operates nVision Wealth as a DBA for his LPL business and Powell Wealth Management as a business entity for tax/investment purposes. He also provides investment advisory services through IHT Wealth Management, dedicating nearly full-time hours to this activity. Additionally, Randall volunteers with Modern Day Missions, spending a few hours per week.
Employment History
Current Registrations
Iht Wealth Management LLC
Previous Registrations
LPL Financial LLCBroker
Waterfront Wealth INC.
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Edward Jones
Edward JonesBroker
State Registrations1 state
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