IHT Wealth Management, LLC is a registered investment advisor that provides comprehensive money management, financial planning, and retirement plan consulting services. Operating through a nationwide network of investment advisor representatives, IHT Wealth Management helps individuals, families, and retirement plans align their portfolios with their personal goals, risk tolerance, and time horizons. The firm's core services include discretionary asset management, customized portfolio design, fixed income management, and financial planning covering retirement, tax strategies, and estate planning. IHT Wealth Management also offers specialized automated investment programs through partnerships with external platforms, as well as outsourced chief investment officer services. Clients can access various investment strategies, including individual stocks, bonds, mutual funds, exchange-traded funds, and private placement opportunities. The firm emphasizes a tailored approach, establishing reasonable restrictions based on client needs while leveraging major custodians like LPL Financial and Charles Schwab to hold and safeguard client assets.
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.