Joseph Davis
Joseph Davis is a CFP-designated registered investment advisor at Iht Wealth Management LLC, based in New York, NY, with 16 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
100 Park Avenue - Suite 1600 , NY 10017 Ph, New York, NY, 10017
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2020Other Business ActivitiesSells Insurance
Joseph operates Stonebriar Investments, LLC for advisory business. He is also insurance licensed for life and health and owns rental property since 2013.
Employment History
Current Registrations
Iht Wealth Management LLC
Previous Registrations
Laidlaw Wealth Management LLC
Laidlaw & Company (UK) LTD.Broker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
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.
Exams
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