Iron Path Wealth Management, INC.
Assets Under Management
$41.2M
Number of Clients
76
Number of Advisors
1
Avg. Portfolio per Client
$542K
Avg. Managed per Advisor
$41.2M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Iron Path Wealth Management (IPWM) provides investment management services, including the use of third-party managers, and project-based financial planning services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. IPWM also offers ongoing comprehensive financial planning for a fixed quarterly fee. IPWM tailors services to each client's investment policy statement, which outlines their financial situation and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1M+ | 0.95% |
Fees are negotiable for amounts above $1,000,000.
Fee Estimator
Areas of Practice
Location
CT, United States
