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How does the advisor help clients – Key Takeaways:
IHP Wealth Management is a financial advisory firm that strives to improve the financial well-being of their clients through personalized financial strategies. They do not believe in a one-size-fits-all approach and instead work closely with each client to understand their unique financial goals and create a customized plan to achieve them. The firm’s team of experienced financial advisors utilizes their expertise and resources to help clients navigate the complexities of the financial world and make informed decisions about their money.
Facts and Insights
According to their latest Form ADV filing with the Securities and Exchange Commission, IHP Wealth Management is a registered investment advisor (RIA) firm based in Charlotte, North Carolina. They have been in business since 1997 and have grown significantly over the years, currently managing over $1 billion in assets under management (AUM). The firm has a team of 10 advisors, each with different areas of expertise and collectively serving over 1,000 clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10 | since 1997 |
Financial Services Offered
IHP Wealth Management offers a wide range of financial services to their clients, including investment management, retirement planning, estate planning, tax planning, insurance planning, and education planning. They also provide access to alternative investments and assist with charitable giving and philanthropic planning. The firm’s goal is to provide comprehensive financial solutions that align with their clients’ short-term and long-term financial goals.
Client Types
IHP Wealth Management works with a variety of clients, including individuals, families, small business owners, corporate executives, and retirees. They have experience working with different income levels and net worth levels, and believe in helping clients at all stages of their financial journey. The firm also has a specialization in working with medical professionals, including doctors, dentists, and veterinarians, offering tailored solutions to meet their unique needs.
Fees & Compensation
IHP Wealth Management uses a fee-only structure, which means they do not earn commissions or receive any other form of compensation for recommending certain financial products or services. Instead, they are compensated through a percentage of the client’s AUM, making their interests aligned with their clients’ success. The firm’s transparent fee structure allows clients to understand exactly what they are paying for and ensures there are no conflicts of interest.
Background
IHP Wealth Management was founded by a team of financial professionals with a passion for helping clients achieve their financial goals. Their team of advisors has a strong educational background in finance, accounting, and economics, as well as various industry certifications and designations, such as CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst® (CFA®). The firm values continuing education and requires their advisors to stay up-to-date with the latest industry trends and strategies.
Financial Advisor Disclosures to Know
As a registered investment advisor, IHP Wealth Management is held to a fiduciary standard, which means they are legally obligated to act in the best interests of their clients. They do not have any disciplinary disclosures or legal actions in their firm or among their team of advisors. Clients can also access the firm’s Form ADV filing on the SEC website for more detailed information about their services and business practices.