Iron Path Wealth Management is a registered investment advisor founded in 2020 and based in Newtown, Connecticut. The firm specializes in managing personalized investment portfolios and providing comprehensive financial planning services for individuals, high-net-worth clients, and businesses. Iron Path Wealth Management builds customized investment strategies based on each client's unique goals, risk tolerance, and tax considerations, utilizing fundamental and cyclical analysis along with Modern Portfolio Theory. In addition to direct portfolio management, the firm offers investment strategies using third-party managers like Betterment. Their financial planning services cover a broad range of topics, including retirement planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, risk management, and tax planning strategies. The firm is led by Daniel Granucci, who serves as the founder and chief compliance officer.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1M+ | 0.95% |
Fees for amounts over $1,000,000 are negotiable. When utilizing Betterment as a third-party manager, an additional 0.15% Betterment platform fee applies.
