Richard Wagner is a CFP, ChFC-designated registered investment advisor at Ironwood Wealth Management, LLC, based in Chandler, AZ, with 12 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 523 clients with $660M 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 | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
There is a $5,000 annual minimum fee for the Full-Service offering. Clients with less than $400,000 can enroll in the Foundations/Legacy program, which charges 1.25% annually. In limited circumstances, Ironwood may offer Full-Service Clients with a substantial net worth but who have limited, liquid assets a fixed fee arrangement, generally ranging between $5,000 to $50,000 per year, payable quarterly in advance.
Fee Estimator
Location
San Tan Corporate Center, 3100 W. Ray Rd. Suite 301, Chandler, AZ, 85226
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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
Ironwood Wealth Management, LLC
Previous Registrations
Ironwood Financial, LLC
Next Financial Group, INC.
Next Financial Group, INC.
State Registrations2 states
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