Ironhorn Advisors LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Ironhorn Advisors, operating as Ironhorn Partners, offers family office services to high-net-worth individuals. These services include investment management, portfolio construction, wealth planning, and coordination with other professionals like attorneys and CPAs. Ironhorn manages investments on a discretionary basis, meaning they can make trades without asking you first. They also offer specialized consulting services for additional fees through affiliated entities. Clients must have a minimum net worth of $30 million, but Ironhorn may accept clients with a lower net worth at their discretion.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$360,000

Ironhorn Advisors charges an ongoing advisory fee that is the greater of 1.25% of your portfolio annually or a $30,000 minimum monthly fee. This fee is calculated monthly and billed in arrears. Founding Families receive a 10% discount on this fee. There is also a one-time onboarding fee of $85,000, with 50% credited back over the first 12 months.

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Location

1 Advisors at this firm

Ironhorn Advisors LLC | TrueAdvisor