Ironwood Investment Advisers offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment plan for each client to aid in selecting a portfolio that matches their specific situation. Ironwood Investment Advisers generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$21M
Clients39
Advisors2
Avg. per Client$550K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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