Ironbound Advisory provides financial planning and investment advice to individuals, high-net-worth individuals, charitable organizations, and businesses. Financial planning covers areas like investment planning, insurance, taxes, retirement, college, and debt. Investment advice is generally limited to mutual funds, ETFs, and individual securities. Ironbound Advisory tailors its services to each client's needs and may use model allocations.
Assets Under Management$14M
Clients25
Advisors1
Avg. per Client$540K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$5K
- Financial plan — Negotiated fixed fee between $0 and $10,000.
- Hourly consulting — Negotiated hourly fee between $50 and $200.
One-Time Plan:$0 - $10,000
Hourly Rate:$50 - $200/hr
Loading...