Iron Mountain Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$30,372,728
Total clients
65
12% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
65
Average account size
$467,273
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
Fixed fees range from $600 to $10,000, negotiable
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001+: 0.65%
$125.00 per hour, negotiable in certain cases
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Iron Mountain Financial Planning
910 5 Th Street, Suite 106
Rapid City SD 57701, United States
Number of offices
1
Forms ADV
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