IronFjord Wealth Management provides investment management and financial planning services to individuals, high net-worth individuals, charitable organizations, and businesses. IronFjord offers ongoing and project-based financial planning, covering areas like business planning, cash flow management, college savings, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning. IronFjord also offers retirement plan consulting services to employer plan sponsors.
Fee Structure
IronFjord Wealth Management charges a flat annual fee for ongoing financial planning and investment management services, ranging from $8,000 to $40,000, based on complexity and client needs. The fee is billed monthly in arrears and increases by 3% each calendar year. Clients can have fees deducted directly from their accounts or pay via electronic funds transfer.
IronFjord also offers a limited scope service called Foundational Financial Planning for clients with straightforward situations. The annual fee for this service ranges from $4,000 to $12,000, billed quarterly in advance, and increases by 3% each calendar year starting in 2027. This service may include guidance on how to self-manage investment accounts or direction to a robo-advisor.