Nicholas Alexander Munoz

Ironoak Wealth

24 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Ironoak Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

233 clients

Average Client Portfolio

$455K average

Assets Under Management

$106.0M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.00%
$500K - $1.0M	1.65%
$1.0M - $5.0M	1.00%
$5M+	0.65%

The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

1405 Arrow Point Drive, Suite 1004, Cedar Park, TX, 78613

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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.

Customer Dispute

February 2018

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Nicholas is an insurance agent and managing member at Ironoak Partners, LLC since 2019, providing insurance services and account management. This activity takes minimal time.