Irontree Wealth Management provides financial planning and portfolio management services. Financial planning covers cash flow, education funding, retirement, risk management, estate, and tax planning. Portfolio management includes investment strategy and monitoring, potentially using third-party investment managers. Irontree also offers educational workshops.
Assets Under Management$1.1M
Clients4
Advisors1
Avg. per Client$260K
Avg. per Advisor$1.1M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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