IronBridge Private Wealth offers investment management, financial planning, and general consulting services. IronBridge works with clients to create a financial outline and investment plan based on their goals and risk tolerance. Investment advice is tailored to each client's individual needs. IronBridge manages investment portfolios on a discretionary or non-discretionary basis. They may also utilize separate account managers. Financial planning may include estate planning, risk management, budgeting, retirement planning, education funding, and investment portfolio design.
Assets Under Management$310M
Clients157
Advisors6
Avg. per Client$2M
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. Performance-based fee arrangements may be available to certain high net worth clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...