Philip Sherman is a CFP-designated registered investment advisor at Iht Wealth Management LLC, based in Beaverton,, OR, with 11 years of industry experience. Philip 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
12655 S.W. Center Street, Suite 330, Beaverton,, OR, 97005
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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 →Employment History
Current Registrations
Iht Wealth Management LLC
Previous Registrations
Deschutes Investment Consulting, LLC
Cwm, LLC
Cetera Advisor Networks LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Kms Financial Services, INC.Broker
Kms Financial Services, INC
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations2 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.