IHT Wealth Management

Wealth Management Firm in Northfield, IL

Firm Info
Address: One Northfield Plaza Suite 203, Northfield, IL 60093, USA
Phone: (224) 757-7888

Firm Size
Assets Under Management: $4.5 billion
# of Advisors: 145
# of Clients: 23,580
Client to Advisor Ratio: 163:1
Average Account Size: $192,363
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Other

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Iht Wealth Management LLC Overview

IHT Wealth Management LLC is a registered investment advisory firm that offers fee-based financial planning, portfolio management, and insurance brokerage services to individuals, small businesses, and institutional clients. Since its establishment in 2014, the firm has been headquartered in Chicago, IL. As a fee-based advisory firm, IHT Wealth Management LLC aims to provide comprehensive investment advice to its clients while remaining objective and transparent. The firm offers a range of services, including financial planning, portfolio management, and selection of other advisors. Clients can be assured that the firm operates under a fiduciary standard, meaning that it always puts the client's best interest first. IHT Wealth Management LLC specializes in portfolio management for businesses or institutional clients, where the firm's expertise in investment management and risk management is applied. It provides customized portfolio management strategies that are tailored to each client's unique needs, risk tolerance, and objectives. In addition to portfolio management, the firm also provides insurance brokerage services that are designed to protect clients from financial risks associated with unexpected events. Overall, IHT Wealth Management LLC is committed to providing clients with high-touch, personalized investment advice that is grounded in a deep understanding of the complex financial landscape. Whether the client's goal is to grow their wealth, manage risk, or protect their assets, the firm's team of experienced advisors is dedicated to helping clients achieve their financial objectives.

IHT Wealth Management LLC caters to a diverse range of clients, including both individuals and high net worth individuals. The firm is equipped to offer customized solutions to people from various walks of life, meeting the specific needs and goals of each client with utmost diligence. The firm's team of experienced advisors provides an array of services, including investment, financial, and retirement planning as well as tax planning, estate planning, and insurance planning. When it comes to fee structures, IHT Wealth Management LLC offers flexible options, depending on the client's requirements. The firm charges a percentage of Assets Under Management (AUM) fee for its investment advisory services, which varies on the amount of AUM managed by the firm. Besides, the firm also offers hourly fee structures for clients seeking specific financial planning services or advice. Other fee structures may be available based on the type of services rendered, depending on the client's preferences and needs. The firm is transparent in its fee structures, ensuring that clients are aware of the cost of services for proper financial planning and budgeting.

Typical Clients, Fee Structures & Investment Minimum

IHT Wealth Management LLC's Part 2 Brochure does not mention an investment minimum.

How This Office Can Help Northfield, IL Residents

As a financial advisor at Edward Jones, Chad McCleary offers personalized financial guidance to clients in Kankakee County, IL. He takes a personalized approach to help clients achieve their financial goals by developing strategies that are tailored to their specific needs and circumstances. Chad knows the unique financial situations faced by residents of Kankakee County, such as saving for a child's education, planning for retirement, or avoiding debt. He helps his clients manage their finances and make wise investment decisions to ensure their financial success. With years of experience in the financial industry, Chad employs proven strategies and techniques to help clients develop a clear financial plan that aligns with their goals. He emphasizes the importance of taking a proactive approach to financial planning and educates his clients on the various investment options available to them. By providing ongoing support and guidance, Chad McCleary helps his clients manage their wealth and achieve financial stability.

To view the Minimum Investment and Fee Schedule for Iht Wealth Management LLC, visit their Part 2 Brochure.

Services Offered by Iht Wealth Management LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Iht Wealth Management LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location One Northfield Plaza Suite 203, Northfield, IL 60093, USA
Phone (224) 757-7888
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 123 N. WACKER DR., SUITE 2300, CHICAGO, IL 60606, United States

This firm has no other locations.

State Registrations

Iht Wealth Management LLC is registered to service clients in the following states:

  • Alabama
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Louisiana
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Missouri
  • Nebraska
  • Nevada
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Utah
  • Virginia
  • Washington
  • Wisconsin

Disciplinary History

Iht Wealth Management LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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