Ironwood Wealth Management offers investment management services where they make investment decisions for you. They also offer financial planning and consulting services on a separate fee basis, covering investment and non-investment related matters like estate and insurance planning. Ironwood may also provide participant education and enrollment services to corporate retirement plans. They primarily advise on mutual funds and exchange traded funds.
Assets Under Management$230M
Clients276
Advisors3
Avg. per Client$840K
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
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
Your Portfolio Value
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Estimated Annual Fee
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