Iron River Capital offers investment advice and manages portfolios for individuals and high-net-worth individuals. They create personalized investment plans based on your goals, risk tolerance, and time horizon. Services include investment planning, retirement planning, estate planning, and insurance analysis. Iron River Capital also offers account monitoring services for retirement plans.
Assets Under Management$94M
Clients146
Advisors4
Avg. per Client$640K
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
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. Additionally, NM-based clients will be charged the Gross Receipts Tax. There is a $500 per quarter minimum fee the Firm may waive at its discretion for both monitoring and management fees. This minimum management fee does not apply to clients who signed their advisory contract before May 2019.
Fee Estimator
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Estimated Annual Fee
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