Zachary Sirota is a registered investment advisor at Iron Financial LLC, based in Cresskill, NJ, with 5 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 246 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.59% |
Maximum annual fees vary by strategy: Fixed Income at 0.35%, Core Plus at 0.50%, Incertus, High-Quality Equity, and Equity Income at 0.59%, Personalized Indexing at 0.65%, and customized portfolios up to 1.00%. All accounts are subject to a minimum fee of $50 per quarter.
Fee Estimator
Location
Cresskill, NJ
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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 →Employment History
Current Registrations
Iron Financial LLC
Previous Registrations
B. Riley Securities, INC.Broker
State Registrations1 state
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
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