Daniel Riesmeyer
Daniel Riesmeyer is a CFP-designated registered investment advisor at Iht Wealth Management LLC, based in Orland Park, KS, with 13 years of industry experience. Daniel 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
8700 Indian Creek Pkwy, Ste 100, Orland Park, KS, 66210
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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
Daniel provides administrative support to IHT Wealth Management, an independent investment advisor firm, dedicating about a quarter of his time. He also operates KMG Wealth Management as a DBA for his LPL business, which is a full-time commitment, and works with Capitas Financial on non-variable insurance matters, dedicating minimal time.
Employment History
Current Registrations
Iht Wealth Management LLC
LPL Financial LLCBroker
State Registrations13 states
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