Ironsides Asset Advisors provides financial planning, investment portfolio management, and general consulting. They work with clients to understand their financial situation and goals, then develop a financial outline and investment policy statement. They manage investment portfolios on a discretionary basis, and may recommend separate account managers or third-party wrap programs. They also provide general consulting services on a project basis.
Assets Under Management$1.4B
Clients39
Advisors2
Avg. per Client$37M
Avg. per Advisor$710M
Fee Structure
Minimum Investment:$5M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$42,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.85% |
| $10M+ | 0.70% |
Minimum portfolio value is generally $5,000,000. Minimum annual fee is $42,500. Ironsides may negotiate special fee arrangements.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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