Iron Financial Review


Trust Score 97%
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Iron Financial, federally registered in 1994, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 13 advisors. Iron Financial manages $3.7 billion and provides investment advisory services for 371 clients (1:29 advisor/client ratio).

The maximum annual fee for investment advisory services will not exceed 0.75%.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 29 clients (industry average 1:50)

Considerations


  • Firm serves fewer than 1,000 clients
  • Firm may recommend proprietary investments and products that generate larger commissions than other similar non-proprietary products

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Disciplinary History No
Total AUM $3.7 billion
Average Account AUM $10,042,887
Hybrid Advisor No
Annual Management Fee Notes The maximum annual fee for investment advisory services will not exceed 0.75%.
Minimum Investment $100,000
Minimum Annual Fee $0
Advisor / Client Ratio 1:29
Headquarters Northbrook, IL
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