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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-27-2024
- Office Locations
- 1
Office Locations
About Ironfjord Wealth Management
IronFjord Wealth Management is an independent, flat-fee fiduciary RIA founded by James Mayo (CFA, IRS Enrolled Agent). It works with pre-retirees, retirees, and high-net-worth individuals, integrating retirement/financial planning, in-house investment management, and tax planning in a single coordinated strategy. The firm emphasizes globally diversified, low-cost, tax-aware portfolios and operates with no commissions or hidden incentives; optional tax prep is available via a separate sister firm under common ownership.
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Investment Themes
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Owner & Executives
James A. Mayo
Chief Compliance Officer, FOUNDER, Wealth Advisor
- CRD
- #8007683
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,612,626 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,612,626 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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