Iron Forge Financial LLC offers ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. They also offer financial planning covering investment, life insurance, tax, retirement, education, and debt/credit planning. IFFL generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, insurance products including annuities, real estate, cryptocurrencies, and commodities.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1K
Planning is included in investment management (also available separately)
Iron Forge Financial LLC charges a percentage of your portfolio each year, and the rate varies based on the amount you invest:
- $1,000 - $50,000: 0.60% – 0.75%
- $50,001 - $250,000: 0.45% – 0.60%
- $250,001 - $750,000: 0.30% - 0.40%
- $750,001 - $1,500,000: 0.20% - 0.30%
- $1,500,001 and up: 0.125% - 0.20%
These fees are negotiable.
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