TrueAdvisor
TrueAdvisor
BR
BR

Benjamin Roberts

Ironview Capital Management, LLC
14 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary

Benjamin Roberts is a registered investment advisor at Ironview Capital Management, LLC, based in Conshohocken, PA, with 14 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 413 clients with $1.1B in assets under management.

Ironview Capital Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
413 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable. A fee in excess of 3.00% of assets under management will only be charged in cases where the client has significant investment returns.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

200 Barr Harbor Drive, Suite 400, Conshohocken, PA, 19428

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 2013
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ironview Capital Management, LLC
March 2011 - Present · 15 yrs 1 mo
State Registrations3 states
FLPATX
Advisor

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.

Exams
No exam information available for this advisor.