IRON Financial offers investment management and financial planning services. Investment management includes fixed income, equity, and alternative investment strategies. Financial planning covers areas like retirement, education, tax, and estate planning. IRON also offers private fund investments for accredited investors through IRON Wealth Holdings.
Assets Under Management$470M
Clients249
Advisors4
Avg. per Client$1.9M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$10K
Minimum Annual Fee:$200
IRON Financial charges a percentage of your portfolio each year. The maximum annual fee is:
- Fixed Income Portfolios: 0.35%
- IRON Incertus Portfolios: 0.59%
- IRON High-Quality Equity Portfolios: 0.59%
- IRON Core Plus Portfolios: 0.50%
- IRON Equity Income Portfolios: 0.59%
- Personalized Indexing Accounts: 0.65% (plus fees charged by Vanguard Personalized Indexing)
- Fully Customized Portfolios: 1.00%
There is a minimum quarterly fee of $50 for all portfolios. Initial minimums vary by portfolio type.
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