Ironwood Wealth Management provides investment advice and financial planning tailored to each client's needs. Ironwood will analyze your financial situation to determine an appropriate asset allocation. Ironwood offers ongoing management of your investments, making changes as needed without consulting you first, unless you request otherwise. Ironwood also offers financial, retirement, and college planning services.
Assets Under Management$2M
Clients8
Advisors1
Avg. per Client$250K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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