Ironhorse Capital LLC

Fee-Only (% of Portfolio)

IronHorse Capital provides investment advice to separately managed accounts and manages the Conductor Global Equity Value ETF. IronHorse focuses on global equities, primarily in developed regions, using a value-oriented investment selection process. They analyze companies across the world, using valuation, liquidity, and market-cap criteria. IronHorse purchases investments in local currency to provide currency diversification.

Assets Under Management$120M
Clients1
Advisors2
Avg. per Client$120M
Avg. per Advisor$60M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm

Ironhorse Capital LLC | TrueAdvisor