James Mayo is a CFA-designated registered investment advisor at Ironfjord Wealth Management, based in Lakewood, CO, with 1 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5 clients with $1.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IronFjord Wealth Management charges a flat annual fee for ongoing financial planning and investment management services, ranging from $8,000 to $40,000, based on complexity and client needs. The fee is billed monthly in arrears and increases by 3% each calendar year. Clients can have fees deducted directly from their accounts or pay via electronic funds transfer.
IronFjord also offers a limited scope service called Foundational Financial Planning for clients with straightforward situations. The annual fee for this service ranges from $4,000 to $12,000, billed quarterly in advance, and increases by 3% each calendar year starting in 2027. This service may include guidance on how to self-manage investment accounts or direction to a robo-advisor.
Location
13701 W Jewell Ave, Suite 200-29, Lakewood, CO, 80228
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ironfjord Wealth Management
State Registrations1 state
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