Weldon Neff is a registered investment advisor at Iron River Capital LLC, based in Farmington, NM, with 4 years of industry experience. Weldon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 146 clients with $94M 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 $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 0.95% |
Fees are generally negotiable. Additionally, NM-based clients will be charged the Gross Receipts Tax. There is a $500 per quarter minimum fee the Firm may waive at its discretion for both monitoring and management fees. This minimum management fee does not apply to clients who signed their advisory contract before May 2019.
Fee Estimator
Location
Farmington, NM
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Iron River Capital LLC
State Registrations4 states
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