Iron Oak Capital Management offers investment advice and financial planning to individuals, families, and businesses. Services include portfolio management using ETFs, mutual funds, stocks, and bonds, as well as financial planning covering retirement, estate, tax, education, and insurance. Iron Oak tailors its investment advice to each client's needs and allows clients to place reasonable restrictions on investments.
Assets Under Management$13M
Clients41
Advisors2
Avg. per Client$320K
Avg. per Advisor$6.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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