Aaron Windhorst is a registered investment advisor at Iht Wealth Management LLC, based in Manhattan, KS, with 8 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 23,131 clients with $6.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IHT Wealth Management charges a percentage of your portfolio's value for investment management. The exact fee is negotiated with each client, up to a maximum of 2% annually. Clients with smaller accounts may pay higher fees. IHT also offers access to LPL Financial's Guided Wealth Portfolios (GWP), which charges a maximum fee of 1.35%, including LPL's program fee of 0.35% and an advisor fee up to 1.00%.
Location
1213 Hylton Heights Road Suite 109, Manhattan, KS, 66502
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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
Aaron is involved in several investment-related activities, including V Wealth Management, V Wealth Advisors LLC, WCG Wealth Advisors LLC, and Konza Wealth Advisors, dedicating a significant amount of time to these endeavors. Aaron also works as an insurance advisor for Stewart Financial, LLC, focusing on non-variable insurance, which takes about 10-20% of his time.
Employment History
Current Registrations
Iht Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
The Wealth Consulting Group
V Wealth Advisors LLC
Stewart Advisory Services, LLC
State Registrations12 states
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