Ironstream Capital offers investment advisory services that include developing investment goals, financial planning for retirement and other decisions, recommending asset allocation targets, and implementing investment strategies. Ironstream customizes advice based on client-specific goals and integrates existing investments if needed. They primarily use individual stocks, bonds, exchange-traded funds (ETFs), and commingled funds.
Assets Under Management$75M
Clients40
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Family members living in the same household may have their account values combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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