Iron Horse Wealth Management, LLC
Assets Under Management
$532.8M
Number of Clients
1,423
Number of Advisors
N/A
Average Client AUM
$374K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Iron Horse Wealth Management provides financial planning and personalized investment management services tailored to each client's needs. They offer services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. Investment management involves creating and supervising a portfolio based on client objectives. Consulting services are also available.
Fee Structure
Iron Horse charges $125 per hour for financial planning and consulting services. For investment management, fees will not exceed 1.50% of assets under management annually. All fees are negotiable, and there are no account minimums. Fees are billed quarterly in arrears. Clients may choose to have fees debited directly from their account.
Areas of Practice
Location
8711 Windsor Parkway, Suite 4, Johnston, IA, 50131