Ironbridge Private Wealth, LLC

IronBridge Private Wealth, LLC, established in February 2017, offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, corporations, trusts, estates, and charitable organizations. The firm develops a Financial Profile and Investment Plan for each client based on their financial circumstances, goals, and risk tolerance. Portfolio management services are tailored to individual client needs and objectives, with the Investment Plan updated as necessary. IronBridge may utilize Separate Account Managers based on client needs and objectives. Financial planning services cover areas such as estate planning, retirement planning, and investment portfolio design. Fees for portfolio management range from 0.75% to 1.25% based on assets under management, with performance-based fee arrangements available for high net worth clients. IronBridge does not allow directed brokerage accounts and reviews client accounts quarterly. The firm does not vote proxies for client securities and does not have custody of client funds. IronBridge uses Charles Schwab as the custodian and broker, considering factors such as execution quality and services provided. The firm has no material disciplinary events and does not have financial constraints that would impact client commitments. IronBridge operates under a Code of Ethics and provides detailed information on its brokerage practices and compensation arrangements with Schwab.