Iron River Capital is a registered investment advisor operating as Iron River Capital and Connolly Financial, with offices in Durango, Colorado. Founded in 2014 and led by Shaun Connolly and Kereth Connolly, the firm provides ongoing portfolio management, third-party manager selection, held-away asset management, account monitoring, and financial and estate planning services. Iron River Capital builds customized investment portfolios using mutual funds, fixed income securities, equities, exchange-traded funds, and insurance products such as annuities, focusing on long-term strategies tailored to each client's specific goals, risk tolerance, and time horizon. The firm acts as a fiduciary, legally required to put client interests first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 0.95% |
Fees are generally negotiable. There is a $500 per quarter minimum fee which the firm may waive at its discretion. NM-based clients will also be charged the Gross Receipts Tax.