TrueAdvisor
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SD
CFP
SD
CFP

Shireen Daniels

Iht Wealth Management LLC
14 Years of Experience
Chicago, IL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Shireen Daniels is a CFP-designated registered investment advisor at Iht Wealth Management LLC, based in Chicago, IL, with 14 years of industry experience. Shireen 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.

Iht Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
160 advisors
Number of Clients
25,536 clients
Average Client Portfolio
$384K average
Assets Under Management
$9.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1647 W. Cortland St., #1F, Chicago, IL, 60622

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Shireen is involved in several insurance-related activities, including selling life, health, disability, and fixed annuity insurance products, taking up about 10-20% of her time overall. She also provides investment advisory services through IHT Wealth Management, dedicating about two-thirds of her time to this.

Employment History
Current Registrations
Iht Wealth Management LLC
July 2018 - Present · 8 yrs 3 mos
LPL Financial LLCBroker
December 2012 - Present · 13 yrs 10 mos
Previous Registrations
Lighthouse Institute
January 2016 - December 2018 · 2 yrs 11 mos
Highpoint Advisor Group, LLC
January 2013 - April 2016 · 3 yrs 3 mos
Summit Financial Group INC
April 2012 - December 2012 · 8 mos
Summit Brokerage Services, INC.Broker
November 2011 - December 2012 · 1 yr 1 mo
State Registrations1 state
IL
AdvisorBrokerBoth

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
No exam information available for this advisor.
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