Iron Point Partners, LLC

CRD#157078
Investment Advisor Firm

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Overview

Iron Point Partners, LLC is located at 1133 Connecticut Ave., NW, Washington, DC. The firm employs 6 financial advisors to manage client portfolios and provide financial guidance. Iron Point Partners, LLC is not a registered broker-dealer.

Iron Point Partners, LLC oversees $1.4 billion in assets under management across 16 accounts, all of which are discretionary. The firm offers portfolio management for pooled investment vehicles. The fee structure at Iron Point Partners, LLC includes asset-based and performance-based fees. The firm caters to pooled investment vehicles, which are also the largest client type by accounts.

Iron Point Partners, LLC is registered in the states of District of Columbia and Texas.

Assets Under Management

$1.4 billion

Number of Advisors

6

Disclosures

No

Office Location

1133 Connecticut Ave., Nw
Washington, DC 20036

Iron Point Partners, LLC by the Numbers

Total Assets Under Management

$1.4 billion

National Average: $8.6 billion
Total Number of Employees

19

National Average: 64
Total Number of Accounts

16

National Average: 375,227
Average Account Size

$86.3 million

National Average: $23.0 thousand
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Fee Structure

Financial advisory fees usually depend on which services are provided. Fees charged by Iron Point Partners, LLC likely include some combination of the following fee structures: asset-based or performance-based.

Available

  • Offered by 69% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 32% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

It provides services to pooled investment vehicles. Iron Point Partners, LLC's largest client type by number of accounts is pooled investment vehicles.

Created with Highcharts 6.0.7
  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Iron Point Partners, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Created with Highcharts 6.0.7
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Financial Advisors at Iron Point Partners, LLC

Gene Mcquown
Dallas, TX
Kevin Yam
Washington, DC
William Janes
Washington, DC
Thomas Lynch
Washington, DC
Ryan Haas
Dallas, TX

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