Megan Watterson is a registered investment advisor at Ironwood Wealth Management, INC., based in Hurricane, WV, with 1 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 276 clients with $230M 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 | 0.90% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
When client billing groups/accounts are below $500,000, the annual fee shall be 1%. Client Billing Groups/Accounts greater than $5,000,000 may potentially be considered for a customized fee at Ironwood's sole discretion dependent on the relationship with and services provided to Client.
Fee Estimator
Location
18 Chase Drive, Chase Park, Hurricane, WV, 25526
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ironwood Wealth Management, INC.
State Registrations2 states
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.