Iron Gate Wealth Advisors LLC is a small firm specializing in financial planning and investment management. Financial planning includes tax, insurance, retirement, and estate planning. When managing client portfolios, Iron Gate considers a client's financial situation, risk tolerance, and other income sources to develop an appropriate investment strategy. They primarily use stocks, bonds, mutual funds (including ETFs), government securities, and options. For clients interested in alternative investments, Iron Gate helps select and monitor other money managers.
Fee Structure
If Iron Gate Wealth Advisors manages your money, the annual fee ranges from 0.5% to 2% of your portfolio. The exact fee is negotiable and depends on the size and complexity of your account. The fee is paid quarterly, based on the value of your portfolio at the end of the previous quarter. If you become a client mid-quarter, you'll be charged for the full quarter.