Ironbound Advisory is a registered investment advisor based in Newark, New Jersey, founded and led by Matthew Christy Sola. Ironbound Advisory provides comprehensive financial planning and portfolio management services tailored to individuals, high-net-worth clients, charitable organizations, and corporations. The firm helps clients navigate investment planning, life insurance, tax concerns, retirement planning, college savings, and debt management. Ironbound Advisory constructs diversified portfolios using mutual funds, individual stocks and bonds, exchange-traded funds, and treasury bonds, applying fundamental analysis and modern portfolio theory. Clients can request customized investment strategies and place restrictions on certain securities according to personal values or beliefs. Ironbound Advisory acts as a portfolio manager and sponsor for wrap-fee programs, where clients pay a single bundled fee covering management and transaction costs, though clients using wrap programs must consult a separate brochure. For custody and trade execution, Ironbound Advisory requires clients to use Interactive Brokers.
Fee Structure
Ironbound Advisory manages investment portfolios for clients, but the provided regulatory filing does not detail a percentage-based fee schedule for portfolio management. Clients should consult the firm's separate wrap fee program brochure or contact Ironbound Advisory directly for specific management fee rates.