Advisor at Iron River Capital LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Iron River Capital LLC
Location
Farmington, NM
Credentials
Series 65
Industry experience
4 years
Financial planning fixed fees between $1,000 and $10,000; estate planning fixed fees between $1,000 and $5,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.35% $1,000,001 - $2,000,000: 1.20% $2,000,001+: 0.95%
Commission-based insurance products offered by some representatives, disclosed conflicts of interest
Financial planning hourly fees between $125 and $200
Minimum fee: $500 per quarter minimum fee, may be waived at firm's discretion Fee-only: Portfolio management, financial and estate planning, account monitoring services; no commissions disclosed for advisory fees
Iron River Capital LLC / Connolly Financial
2022 - Present (4 years)
11th Judicial District and Magistrate Courts
1998 - 2022 (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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