Investment Management Services

We invest your money based on your long-term goals, your tolerance for risk, and your investment time horizon.  From this, we construct an appropriate globally-diversified, cost and tax efficient portfolio.

Investment Management Fee Table

Below is a table showing our Annual Advisory Fee’s based on Account Values. 

Account Value Annual Advisory Fee
$0 – $500,000 1.00%
$500,001 – $1,000,000 0.85%
$1,000,001 and Above 0.65%

Investment Management Fee Table

Below is a table showing our Annual Advisory Fee’s based on Account Values. 

Account Value Annual Advisory Fee
$0 – $25,000 1.50%
$25,001 – $50,000 1.25%
$50,001 – $500,000 1.00%
$500,001 – $1,000,000 0.75%
$1,000,001 and Above 0.65%

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Iron Mountain Financial Planning LLC (“IMFP”) is a registered investment adviser offering advisory services in the States of South Dakota and Wyoming and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by IMFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

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