Ironvine Capital Partners

Ironvine Capital Partners at a glance

• One of 47 fee-only firms based in Nebraska in the Wellspent graph.
• 5 advisors are listed here; 3 of 5 hold the CFA.
• Its Form ADV reports 5 employees and 128 individual clients, 61 of them high net worth.
• Its average account is about $2.1 million (assets it manages divided by its 533 accounts).

Fee-only advisors in Nebraska · What fee-only advisors charge in Nebraska

Facts

Ironvine Capital Partners fees

Ironvine Capital Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (5)

• David Perkins

  CFA

• Eric Ruden

  CFA

• Finn Lucas

• Matthew Barnes

  CFA

• Ryan Mendlik