IRON Financial manages investment portfolios, private funds, and provides ongoing financial planning for individuals, high-net-worth clients, and institutional investors. IRON Financial offers various strategies including fixed income portfolios, multi-asset allocation portfolios, high-quality large-cap equity portfolios, dividend growth equity portfolios, and personalized indexing in partnership with Vanguard. Additionally, IRON Financial offers private fund investments through an affiliate, IRON Wealth Holdings, for accredited investors. Portfolio management services are tailored to client goals and executed on a discretionary basis. IRON Financial also provides ongoing financial planning services covering retirement, tax planning, cash flow, insurance, and estate planning needs.
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.