Iron Link Capital provides ongoing asset management services, determining investment goals and risk tolerance to create tailored investment strategies. They may hire sub-advisors to manage client assets. They also offer services to qualified retirement plans, acting as a limited scope ERISA 3(21) fiduciary, advising plan sponsors on investment decisions. A financial plan may be completed at no additional cost.
Assets Under Management$15M
Clients32
Advisors1
Avg. per Client$480K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
The annual fee is negotiable based upon certain criteria. When using Sub-Advisors, the Client will pay additional fees depending on the account value, investment style and types of securities used. Client fees will not exceed 3% of assets under management when Sub-Advisors are used.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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