Elliott Vaughn is a CFP-designated registered investment advisor at Iht Wealth Management LLC, based in Westchester, IL, with 10 years of industry experience. Elliott 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
2205 Enterprise Dr Ste 515, Westchester, IL, 60154
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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 Activities
Elliott operates Prairie Sky Financial Group as a DBA for LPL business and provides investment advisory services through Prairie Sky Financial Group, an independent investment advisor firm, spending nearly full-time on these activities. Elliott also has L3 LLC, a business entity for tax/investment purposes only, requiring minimal time.
Employment History
Current Registrations
Iht Wealth Management LLC
Previous Registrations
Prairie Sky Financial Group
LPL Financial LLCBroker
State Registrations5 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.
Exams
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