Ironclad Income Strategies manages investment portfolios for high-net-worth individuals, corporations, and other institutions. Ironclad Income Strategies focuses on equities, exchange-traded funds, and options, utilizing fundamental, technical, and charting analysis to guide investment decisions. The firm operates with full authority to make trades without asking clients first, following an agreed-upon investment policy. Ironclad Income Strategies charges an annual management fee of 2.00% of portfolio assets plus a 20.00% performance fee based on realized gains, and requires clients to meet specific net worth or investment thresholds to qualify for its services. Accounts are held at Charles Schwab & Co., and clients are required to maintain their accounts there.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Clients also pay a 20.00% performance fee based on realized gains produced within each quarter. Fees may be negotiable.