Bryan Hays is a registered investment advisor at Iht Wealth Management LLC, based in Chicago, IL, with 17 years of industry experience. Bryan 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
123 N. Wacker Dr., Suite 2300, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Bryan set up Hays Capital Management, LLC as an S-corp to receive income from LPL, spending minimal time on it. He also operates under the DBAs nVision Wealth and provides investment advisory services through IHT Wealth Management LLC, dedicating full-time hours to these activities, and sells non-variable insurance through The Insurance Partners, spending a few hours per week.
Employment History
Current Registrations
Iht Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Nvision Wealth Group, LLC
LPL Financial LLC
Independent Financial Partners
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations8 states
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