Ironoak Wealth
Assets Under Management
$106.0M
Number of Clients
233
Number of Advisors
6
Average Client AUM
$455K
AUM per Advisor
$17.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
IronOak Wealth provides discretionary asset management, financial planning & consulting (comprehensive plans, updates, ad hoc services), and ERISA plan services (3(21) and 3(38) fiduciary). They may use sub-advisors and third-party managers. Investment strategies are tailored to client goals and objectives.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.65% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.65% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Asset management fees are based on a percentage of assets under management, billed monthly in arrears. For financial planning, they charge fixed fees for comprehensive plans ($12,500) and hourly rates ($150/hour) for updates and ad hoc services. ERISA plan fees are negotiable, not exceeding 1% of included assets. They also receive referral fees from Third Party Managers.
Areas of Practice
Location
1405 Arrow Point Drive, Suite 1004, Cedar Park, TX, 78613