Jared Ireland is a registered investment advisor at Iht Wealth Management LLC, based in Dawn, MO, with 2 years of industry experience. Jared 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
20739 Liv 43, Dawn, MO, 64638
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jared works as a farm hand, handles equipment maintenance, and cares for livestock at Ireland Farms, dedicating about half of his time. He also works full-time at IHT Wealth Management and is an Investment Advisor Representative (IAR) with IHT Wealth Management, LLC, and owns a conservation reserve program, spending minimal time on it.
Employment History
Current Registrations
Iht Wealth Management LLC
LPL Financial LLCBroker
State Registrations1 state
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