Iron Horse Wealth Management, LLC

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Assets Under Management

$532.8M

Number of Clients

1,423

Number of Advisors

N/A

Average Client AUM

$374K

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Iron Horse Wealth Management, established in 2012, offers financial planning and investment management services tailored to individual client needs. Services include cash flow, education, retirement, investment, risk management, tax, estate, and business succession planning. Investment management involves creating and supervising portfolios based on client objectives. They use a third-party platform to manage held-away assets.

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning

Location

8711 Windsor Parkway, Suite 4, Johnston, IA, 50131

0 Advisors at this firm

No advisors found for this firm.