Iron Horse Capital, Inc. offers portfolio management tailored to client needs and financial planning services, ranging from broad-based to single-subject planning. They also offer financial consulting services on specific financial topics. Clients grant Iron Horse Capital discretionary authority to manage their accounts, including selecting securities and brokers. Financial plans are based on the client's current situation and goals, and clients are not obligated to act on recommendations or implement plans through Iron Horse Capital.
Assets Under Management$93M
Clients62
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$93M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.10% |
| $1M+ | 1.00% |
Fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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