Ironvine Capital Partners offers investment management services primarily through its Ironvine Concentrated Equity and Ironvine Core Equity strategies. The firm also provides tailored financial planning services, including income, tax, retirement, and philanthropic planning, at no additional cost beyond the investment management fee. Ironvine also offers retirement plan consulting and advisory services for employer-sponsored retirement plans. Ironvine's investment approach focuses on long-term total returns by investing in companies with durable competitive advantages and strong balance sheets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.80% |
| $50.0M - $100.0M | 0.70% |
| $100M+ | 0.60% |
At Ironvine's discretion, they may waive certain fees and/or aggregate assets from the same household to determine the advisory fee. They may also choose to enter into a negotiated fee structure that is different from the schedule.