Wrought Iron Financial offers investment management, financial planning, and educational seminars. Financial planning covers goal setting, cash flow, insurance, investments, tax strategies, retirement, estate planning, college savings, and employee benefits. Investment management involves creating and managing portfolios based on client goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs.
Assets Under Management$420K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$420K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $4.0M | 0.40% |
| $4M+ | 0.40% |
Fees are negotiable above $4,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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