IronOak Wealth manages investment portfolios and provides personalized financial planning for individuals, families, and businesses. IronOak Wealth offers discretionary investment management, tailoring portfolios to each client's goals, time horizon, and risk tolerance, and may utilize sub-advisors when appropriate. In addition to portfolio management, IronOak Wealth provides financial planning services, which cover retirement strategies, cash flow analysis, tax reduction strategies, risk management, and estate preservation. IronOak Wealth also offers retirement plan consulting services for qualified plans. IronOak Wealth does not require a minimum amount of assets to open an account and charges fees based on a percentage of assets managed for investment portfolios, as well as flat or hourly fees for financial planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.65% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.65% |
Fees are negotiable and accounts within the same household may be combined for a reduced fee.