Assets Under Management
$1.5B
Number of Clients
532
Number of Advisors
11
Average Client AUM
$2.8M
AUM per Advisor
$137.4M
Compensation
Fee-Only (AUM)
Ironwood Investment Counsel offers discretionary and non-discretionary investment advisory services on a fee-only basis. They may also provide financial planning, estate planning, and insurance planning. Fees are negotiable and range from 0.50% to 1.00% of assets under management. The firm also offers retirement plan consulting services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending on various factors.
6263 N. Scottsdale Road, Suite 200, Scottsdale, AZ, 85250