Ironoak Wealth Fees & Minimum

Overview

Headquarters: Cedar Park, TX
Total Firm Assets: $162 million
Average High-Net-Worth Client Portfolio Size: $0.3 million

Fee Disclosure

Source: FORM ADV2A/2B - SEC (2026-10-20) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	2.00%
$500,001	$1,000,000	1.65%
$1,000,001	$5,000,000	1.00%
$5,000,001	and above	0.65%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$18,250	1.82%
$5 million	$58,250	1.16%
$10 million	$90,750	0.91%
$50 million	$350,750	0.70%
$100 million	$675,750	0.68%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 55.56%
Number of High-Net-Worth Clients: 290
Total Client Accounts: 695
Discretionary Accounts: 695

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 306403

FORM ADV2A/2B - SEC (2026-10-20) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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