Ironwood Wealth Advisors provides investment advice and financial planning tailored to each client's needs. Services include ongoing asset management, asset allocation advice (without management), and financial, retirement, and college planning. Ironwood uses model portfolios and customizes them based on client goals and risk tolerance. Clients can choose to have Ironwood manage their accounts with discretion.
Assets Under Management$86M
Clients113
Advisors1
Avg. per Client$760K
Avg. per Advisor$86M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable. Fees are determined based on each account size. Therefore, clients with multiple accounts will pay a fee based on each account value. Consequently, depending on the account size, each account will be charged a different fee. IWA does not aggregate all accounts together to determine the fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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