Giancarlo Mateus is a CFP-designated registered investment advisor at Ironwood Investment Counsel, LLC, based in Scottsdale, AZ, with 18 years of industry experience. Giancarlo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 532 clients with $1.5B 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable at Ironwood's discretion. Certain legacy clients may have different fee schedules.
Fee Estimator
Location
6263 N. Scottsdale Road, Suite 200, Scottsdale, AZ, 85250
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ironwood Investment Counsel, LLC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Aig Financial Advisors, INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations1 state
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