IHT Wealth Management offers investment management and financial planning services. Investment management is tailored to your goals and risk tolerance. IHT may use third-party money managers. Financial planning covers areas like retirement, insurance, education, and estate planning. IHT also offers access to LPL Financial's Guided Wealth Portfolios, an algorithm-based investment program.
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%.