Ironwood Financial offers investment advice and financial planning. Ironwood works with clients to understand their goals and risk tolerance, then creates a portfolio using stocks, bonds, mutual funds, and exchange-traded funds. Ironwood also offers financial planning services, including investment strategies, pension and profit sharing planning, and business accounts. Ironwood may recommend other professionals like attorneys or accountants, but clients are not obligated to use them.
Assets Under Management$660M
Clients624
Advisors8
Avg. per Client$1.1M
Avg. per Advisor$83M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for amounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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