John Williams is a registered investment advisor at Ironwood Wealth Management, INC., based in Hurricane, WV, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 276 clients with $230M 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 $1.0M | 0.90% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
When client billing groups/accounts are below $500,000, the annual fee shall be 1%. Client Billing Groups/Accounts greater than $5,000,000 may potentially be considered for a customized fee at Ironwood's sole discretion dependent on the relationship with and services provided to Client.
Fee Estimator
Location
18 Chase Drive, Chase Park, Hurricane, WV, 25526
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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 Activities
John is a member of J&T, LLC, where he owns, manages, and maintains a building, coordinating maintenance and collecting rent since 2009. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Ironwood Wealth Management, INC.
Previous Registrations
Wachovia Securities Financial Network, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.