Flat retainer fee, billed monthly
This ensures a professional, unbiased financial planning experience and ongoing plan monitoring.
Based on complexity
Unbiased advice
Ongoing plan monitoring
Unlimited support
Quarterly check-ins
Applies only to investments managed on a discretionary
basis by IWM. Billed quarterly (.20%) in advance.
Custom investment portfolios
Done-for-you management
Performance updates
Annual reviews
Certain insurance products may pay a commission which will be disclosed. Only recommended if it is in your best interest as part of the plan in Step 1.
Several types of insurance available
Fiduciary recommendations
In-house implementation
Full cost transparency
Would you trust your doctor's diagnosis if you didn't have to pay him? What if instead of you paying him, he was paid by the pharmaceutical company when he prescribed you medication? Do you think he might prescribe more medication than he may have to? Sounds good right? ABSOLUTELY NOT!
Unfortunately, this happens all of the time in the "financial planning" world. You engage someone who puts a beautiful looking plan in place for free. Except for the fact that they steer you into a certain investment or product because they have to in order to get paid. How can you be sure that you really needed what they recommended? It sounds a lot like being paid by the pharmaceutical company.
Step one of being a fiduciary is transparency.
At Ironclad Wealth Management, we take that seriously and that's why you see pricing directly at the top of this page.
Financial planning for small business owners, by small business owners