Louis Muro is a registered investment advisor at Iron River Capital LLC, based in Phoenix, AZ, with 3 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 146 clients with $94M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 0.95% |
Fees are generally negotiable. Additionally, NM-based clients will be charged the Gross Receipts Tax. There is a $500 per quarter minimum fee the Firm may waive at its discretion for both monitoring and management fees. This minimum management fee does not apply to clients who signed their advisory contract before May 2019.
Fee Estimator
Location
207 W. Clarendon Avenue, Suite 6, Phoenix, AZ, 85013
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Louis owns a single-member CPA firm providing tax preparation services. He also owns a single-member LLC insurance firm that sells life insurance and annuities, generating commissions.
Employment History
Current Registrations
Iron River Capital LLC
State Registrations1 state
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