Ironwood Investment Counsel manages investment portfolios for individuals, business entities, trusts, estates, and charitable organizations on a discretionary and non-discretionary basis. Ironwood Investment Counsel builds customized portfolios primarily using individual stocks, bonds, and mutual funds tailored to each client's specific investment goals. In addition to investment management, Ironwood Investment Counsel provides limited financial consulting covering tax, estate, and insurance planning matters, as well as retirement plan consulting services for plan sponsors. The firm operates as an independent wealth manager with offices in Scottsdale, Arizona.
Assets Under Management$1.8B
Clients554
Advisors13
Avg. per Client$3.2M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are generally negotiable at Ironwood Investment Counsel's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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