IRONRIDGE WEALTH MANAGEMENT, LLC
IRONRIDGE WEALTH MANAGEMENT, LLC is a highly reputable financial firm that provides expert guidance and personalized solutions to individuals and businesses. With a team of experienced and knowledgeable advisors, they strive to help clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
IRONRIDGE WEALTH MANAGEMENT, LLC offers a wide range of financial services that cater to the different needs and goals of their clients. They provide personalized and comprehensive financial planning, investment management, risk management, retirement planning, and estate planning services. Their team of advisors works closely with clients to understand their unique financial situation and create customized strategies to help them achieve their goals.
Facts and Insights:
Here are some key facts and insights about IRONRIDGE WEALTH MANAGEMENT, LLC:
Assets Under Management, Number of Advisors and Time in Business:
Assets Under Management (2019):
| Category | Amount |
|---|---|
| Discretionary | $500 million |
| Non-discretionary | $200 million |
| Total | $700 million |
Number of Advisors:
- 9 advisors
- 4 certified financial planners (CFPs)
- 5 chartered financial analysts (CFAs)
Time in Business:
IRONRIDGE WEALTH MANAGEMENT, LLC has been in business since 2010 and has been continuously growing and expanding their services to provide quality financial advice to their clients.
Financial Services Offered:
1. Financial Planning
IRONRIDGE WEALTH MANAGEMENT, LLC offers personalized financial planning services that encompass all aspects of a client’s financial life. Their comprehensive financial planning process addresses financial goals, cash flow, budgeting, insurance, investments, taxes, retirement, and estate planning.
2. Investment Management
The experienced advisors at IRONRIDGE WEALTH MANAGEMENT, LLC provide personalized investment management services that are tailored to the unique needs and risk tolerance of each client. They use a disciplined approach to create, monitor and rebalance investment portfolios to help clients achieve their financial goals.
3. Risk Management
IRONRIDGE WEALTH MANAGEMENT, LLC also offers risk management services to help clients protect their assets and mitigate potential risks. This includes insurance planning, such as life, disability, and long-term care insurance, as well as liability management and asset protection.
4. Retirement Planning
Retirement planning is a crucial aspect of financial planning, and IRONRIDGE WEALTH MANAGEMENT, LLC provides clients with personalized strategies to help them reach their retirement goals. They consider factors such as income, expenses, investments, and taxes to create a comprehensive retirement plan for their clients.
5. Estate Planning
IRONRIDGE WEALTH MANAGEMENT, LLC also offers estate planning services to help clients protect and transfer their assets to their heirs efficiently. Their team of advisors works closely with clients to create a comprehensive estate plan that considers their unique financial situation and goals.
Client Types:
IRONRIDGE WEALTH MANAGEMENT, LLC caters to a diverse range of clients, including high-net-worth individuals, families, and business owners. They also work with institutional clients, such as corporations, foundations, and endowments.
Fees & Compensation:
IRONRIDGE WEALTH MANAGEMENT, LLC’s fees are based on a percentage of assets under management, which is determined by the complexity and size of a client’s portfolio. They may also charge hourly fees for financial planning services. The firm does not receive any commissions or third-party fees, ensuring that their advisors act in the best interest of their clients.
Background:
Founded in 2010, IRONRIDGE WEALTH MANAGEMENT, LLC is a Registered Investment Advisor (RIA) based in Newport Beach, California. The firm is owned by its managing partners and has grown to manage over $700 million in assets under management. They have a team of experienced and highly qualified advisors dedicated to providing personalized financial advice and exceptional client service.
Financial Advisor Disclosures to Know:
IRONRIDGE WEALTH MANAGEMENT, LLC is committed to transparency and ethical practices, and they have a clean record with no