Advisor at Ironwood Wealth Management, Inc.
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
Ironwood Wealth Management, Inc.
Location
Hurricane, WV 25526
Credentials
Series 63, Series 65
Industry experience
23 years
Fixed financial planning fees start at $250; fees negotiable depending on scope and complexity
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.90% annually $1,000,001 - $2,000,000: 0.60% annually $2,000,001+: 0.50% annually
Hourly financial planning and consulting fees start at $250 per hour
Account minimum: $100,000 minimum for portfolio management with a minimum annual fee of $1,000 per client; may be waived at discretion Minimum fee: Minimum quarterly investment management fee of $250 per client billing group/account Fee-only: Fee-only basis for investment advisory services; fees negotiable based on client circumstances
Ironwood Wealth Management, Inc.
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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