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IRONWOOD INVESTMENT COUNSEL, LLC
IRONWOOD INVESTMENT COUNSEL, LLC is a leading financial advisory firm that specializes in providing comprehensive financial planning and investment management services to its clients. With a team of highly experienced and knowledgeable advisors, their goal is to help clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provide personalized financial planning solutions tailored to each client’s unique needs and goals.
- Utilize a disciplined investment approach based on in-depth research and analysis.
- Offer ongoing guidance and support to help clients make informed financial decisions.
- Act in the best interest of the client at all times.
Facts and Insights
At IRONWOOD INVESTMENT COUNSEL, LLC, their top priority is to understand their clients’ financial goals and provide them with sound financial advice. They are committed to helping clients build and manage their wealth through a holistic approach that encompasses all aspects of their financial lives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $1.5 billion |
|---|---|
| Number of Advisors | 12 |
| Time in Business | 15 years |
Financial Services Offered
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
Client Types
IRONWOOD INVESTMENT COUNSEL, LLC serves a diverse range of clients, including individuals, families, small business owners, and institutions. They have the expertise to address the unique financial needs of each client and help them reach their financial goals.
Fees & Compensation
IRONWOOD INVESTMENT COUNSEL, LLC is a fee-only advisor, which means they do not earn commissions from selling financial products. Instead, they charge a transparent and competitive fee based on the assets they manage. This fee structure aligns their interests with those of their clients and ensures that their recommendations are unbiased and in the clients’ best interest.
Background
The team at IRONWOOD INVESTMENT COUNSEL, LLC has a wealth of experience in the financial industry, with an average of over 20 years in the field. They have a diverse background and are highly skilled in various areas of finance, including investment management, tax planning, and retirement planning. This expertise allows them to provide comprehensive solutions that address their clients’ financial needs.
Financial Advisor Disclosures to Know
As a fiduciary, IRONWOOD INVESTMENT COUNSEL, LLC is legally obligated to act in the best interest of their clients. They follow strict ethical standards and fully disclose any potential conflicts of interest. They are committed to transparency and always strive to maintain a high level of integrity in their business practices.