IronOak Wealth offers investment management services where they manage your investments based on your goals and risk tolerance. They also offer financial planning services, including comprehensive plans, plan updates, and assistance with individual financial topics. IronOak also provides services to retirement plans, acting as either a limited scope advisor or an investment manager.
Assets Under Management$160M
Clients332
Advisors6
Avg. per Client$490K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.65% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.65% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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