IRONTREE Advisors offers investment management and wealth planning services. Investment management includes determining investment goals, risk tolerance, and asset allocation. Wealth planning covers net worth, cash flow, retirement, investments, tax reduction, and estate preservation. IRONTREE Advisors also has a consulting arrangement with Index Fund Advisors, Inc. for low-cost, globally diversified portfolios.
Assets Under Management$14M
Clients11
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$14M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
IRONTREE Advisors charges a percentage of your portfolio's value each year. The exact percentage depends on the size of your portfolio:
- $0 - $2,000,000: 0.50% to 1.25%
- Over $2,000,000: 0.50% to 0.90%
The minimum quarterly fee is $2,500, which equals $10,000 per year. This minimum fee may be higher than what other advisors charge.
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