Ironbridge Wealth Counsel offers financial planning and consulting services to help clients understand their financial situation and set financial objectives. These services cover areas like tax planning, asset allocation, retirement planning, and more. Ironbridge also provides client referral services to other registered investment advisors.
Fee Structure
Ironbridge Wealth Counsel offers ongoing financial planning services for clients with complex needs. They provide an initial financial plan and revisit areas like estate planning, retirement planning, and investment planning throughout the year via scheduled meetings, calls, or emails. The fee is a monthly charge based on an agreed-upon percentage of the initial financial planning fee.
Ironbridge Wealth Counsel offers one-time financial planning and consulting services. The fee ranges from $2,500 to $75,000, depending on the complexity of the process, the issues addressed, and the scope of services provided.