Ironwood Capital Management offers investment advice, securities, and financial services. They manage investment portfolios for individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, corporations, churches and small businesses. Ironwood focuses on helping clients manage assets to build and preserve wealth.
Assets Under Management$13M
Clients44
AdvisorsN/A
Avg. per Client$290K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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