Firm
Ironstream Capital
Seattle, Washington
Fee-only
Ironstream Capital at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 2 employees and 43 individual clients, 24 of them high net worth.
- Its average account is about $400,000 (assets it manages divided by its 216 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Seattle, Washington |
|---|---|
| Website | ironstreamcapital.com |
| [email protected] | |
| Phone | (206) 618-1850 |
Ironstream Capital fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $3,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"For most new clients, it's 0.25% per quarter on managed assets." source
"we require a minimum portfolio size of $3,000,000 in liquid assets for new clients." source
"For most new clients, it's 0.25% per quarter on managed assets." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $87 million |
| Individual clients | 19 |
| High-net-worth clients | 24 |
| Accounts managed | 216 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 292624 |