BJ
CFA · CFP
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
11 advisors
Number of Clients
532 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$1.5B
Fee Structure
Minimum Investment:$500K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable at Registrant's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
The annual investment advisory fee is based on a percentage of the market value of assets managed, ranging between 0.50% and 1.00%. The fee is negotiable and can vary depending on factors such as the amount of assets managed, portfolio composition, and the complexity of the engagement. The minimum account size is $500,000, but this may be waived or reduced at the firm's discretion.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance Planning
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Advisor Information
Office location
6263 N. Scottsdale Road, Suite 200, Scottsdale, AZ, 85250
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ironwood Investment Counsel, LLC
March 2017 - Present · 8 yrs 10 mos
State Registrations2 states
AZTX
Advisor
Exams
No exam information available for this advisor.