Ironwood Wealth Management, LLC provides personalized investment management and financial planning services. Ironwood builds portfolios primarily using mutual funds and exchange-traded funds based on each client's goals and risk tolerance. The firm offers a Full-Service Offering for clients meeting certain asset levels, as well as specialized Foundations and Legacy programs designed for younger professionals or retirees with smaller accounts. In addition to investment management, Ironwood prepares comprehensive written financial plans and can coordinate with clients' attorneys and accountants on tax and estate strategies. Ironwood operates out of Chandler, Arizona.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
Full-Service program has a $5,000 annual minimum fee. Foundations and Legacy programs charge 1.25% for accounts up to $400,000. Fees may be negotiable in certain circumstances.