Jonathan Metz
Jonathan Metz is a registered investment advisor at Iht Wealth Management LLC, based in Beaverton, OR, with 9 years of industry experience. Jonathan 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
2655 S.W. Center Street, Suite 330 ,, Beaverton, OR, 97005
Get directionsHistory
Regulatory History (1)
Criminal
January 2008Employment History
Current Registrations
Iht Wealth Management LLC
Previous Registrations
Deschutes Investment Consulting, LLC
Aldrich Wealth LP
Vanguard Marketing CorporationBroker
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.
Exams
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