Nicholas Munoz is a registered investment advisor at Ironoak Wealth, based in Cedar Park, TX, with 24 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 332 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.65% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.65% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
1405 Arrow Point Drive, Suite 1004, Cedar Park, TX, 78613
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2018Other Business ActivitiesSells Insurance
Nicholas is an insurance agent and managing member at Ironoak Partners, LLC since 2019, providing insurance services and account management. This activity takes minimal time.
Employment History
Current Registrations
Ironoak Wealth
Previous Registrations
Stonewater Wealth Management, INC.
Erben Associates, LLC
M Holdings Securities, INC.Broker
Triad Advisors, INC.Broker
Resources Investment Advisors
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Investment Professionals, INC.Broker
Investment Professionals, INC.
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.