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Thomas Yi

IHT Wealth Management LLC

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About Thomas Yi

Thomas Yi is a financial advisor at IHT Wealth Management LLC. Thomas is a registered investment advisor representative with the state of Florida. Thomas has a Series 3, Series 7TO, Series 66 and SIE. Thomas has been in the financial services industry since 2011. Thomas specializes in providing financial planning, portfolio management, and investment advice to individuals and businesses. Thomas Yi has experience with several types of clients, including: individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and retirement plans.

Firm Information

Thomas Yi is currently registered with IHT Wealth Management LLC. IHT Wealth Management LLC is a Chicago, Illinois-based registered investment advisor with over $4.8 billion in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to a range of clients, including high-net-worth individuals, corporations, and charitable organizations. IHT Wealth Management offers a wrap fee program and has a strong presence on social media platforms like Facebook, Twitter, and LinkedIn.
IHT Wealth Management LLC

123 N. WACKER DR.

CHICAGO, IL 60606

$4.82B

Assets Under Management

326

Total Clients

149

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fees

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Thomas Yi’s Registration & Firm History

FL

08/03/2020 - Present

IHT Wealth Management LLC (Boca Raton FL)

FL

01/01/2019 - 07/27/2020

EDWARD JONES (Boca Raton FL)

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Licenses & Designations

BOTH

Issued 02/20/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/28/2018

Series 7TO - General Securities Representative Examination

BC

Issued 12/04/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2018

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Thomas Yi. Review regulatory record here.
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