Ironwood Investment Group offers both discretionary and non-discretionary asset management services. They work with clients to determine investment goals, time horizons, and risk tolerance. Investment strategies, investment selection, and asset allocation are based on these factors. Clients may have a financial plan completed at no additional cost.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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