Assets Under Management
$106.0M
Number of Clients
233
Number of Advisors
6
Average Client AUM
$455K
AUM per Advisor
$17.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
IronOak Wealth provides discretionary asset management, financial planning, and consulting services. Financial planning includes comprehensive plans, updates, and ad hoc services. They also offer ERISA plan services and may recommend third-party managers. Investment strategies are tailored to client goals.
| Assets Under Management | 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.
1405 Arrow Point Drive, Suite 1004, Cedar Park, TX, 78613