Iron Path Wealth Management (IPWM) manages investment portfolios based on clients' individual needs and goals. IPWM offers investment management services using third-party managers. IPWM also provides project-based financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. IPWM offers ongoing comprehensive financial planning for a fixed quarterly fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1M+ | 0.95% |
Fees are negotiable for accounts over $1,000,000. For investment management using Betterment as a third-party manager, the same fee schedule applies, in addition to Betterment's fee of 0.15% on all assets. Ongoing financial planning is required with this service, with an upfront charge starting at $2,500 and an annual fee starting at $1,000.
