Ironsides Asset Advisors provides investment portfolio management, financial planning, and general consulting services to individuals, trusts, estates, and institutions. Ironsides typically works with clients who have at least $5,000,000 in investable assets. At the beginning of the relationship, Ironsides gathers information about your financial situation, goals, and risk tolerance to create a personalized Investment Policy Statement. Portfolios are managed on a discretionary basis, meaning Ironsides makes trades on your behalf without prior consultation. Ironsides constructs diversified portfolios using common stocks, exchange-traded funds, mutual funds, and individual bonds, and may also recommend third-party managers or alternative investments such as private equity and hedge funds when appropriate. In addition to investment management, Ironsides offers financial planning covering areas such as retirement planning, estate planning, budgeting, and insurance reviews. Ironsides is led by E. Wayne Gibson and Chartered Financial Analyst Mark Roberts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.85% |
| $10M+ | 0.70% |
Minimum annual fee is $42,500. Minimum portfolio value is generally $5,000,000. Fees may be negotiated or exceptions made at the firm's discretion.