Ironwood Investment Counsel offers investment advice, financial planning, estate planning, and insurance planning to individuals, businesses, trusts, estates, charitable organizations, and retirement plans. Ironwood can manage investments with or without the ability to make trades without asking first. They may recommend other professionals like attorneys or accountants, but clients are not obligated to use them. Ironwood also provides retirement plan consulting services to plan sponsors.
Assets Under Management$1.5B
Clients532
Advisors11
Avg. per Client$2.8M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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