Alexander Blashewski is a registered investment advisor at Iht Wealth Management LLC, based in Skokie, IL, with 3 years of industry experience. Alexander 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
4711 Golf Road, Ste. 705, Skokie, IL, 60642
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexander operates under KMG Wealth Management as a DBA for his LPL business and provides administrative support to IHT Wealth Management, LLC, dedicating about half of his time. He also engages in tax preparation and accounting through KMG Accounting and Prescient CPA, spending a few hours per week on these activities.
Employment History
Current Registrations
Iht Wealth Management LLC
LPL Financial LLCBroker
State Registrations1 state
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