Welcome to the Services page of Ironclad Financial. We offer a specialized suite of investment solutions tailored to the unique needs of our tech-savvy clientele. By strategically leveraging technology, we deliver high-quality financial solutions that are not only effective but also cost-efficient

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Guidance-First Service

For a flat monthly fee ranging from $25 to $250, this service offers personalized Financial Planning and Investment Management. The fee is tailored based on the level of service, number of accounts, complexity of your financial landscape, and meeting frequency. You retain full control of your assets; we serve as your advisory compass.

Asset Management Service

Operating on a fee-based model at 0.70% per year, this comprehensive service includes Financial Planning and hands-on Investment Management. We partner with trusted custodians like Altruist and Interactive Brokers. The monthly cost encompasses regular portfolio rebalancing, tax optimization, and ongoing consultations.

Specialized Services

While our core offerings suit the majority, we also offer services tailored for specialized investment strategies such as privately-held stocks, angel investing, and decentralized finance.

Decentralized Finance (DeFi)

Objective: Unlock the potential of Decentralized Finance with our expert advisory services.

Networks Covered: Bitcoin, Ethereum, Arbitrum, Optimism, Polygon, and Base.

Cost Structure: Choose between a flat monthly rate or an annual fee of 0.70% on assets under management (AUM) with Standard Custody or assets under advisement (AUA) for self-custodied assets.

Alternative Investments

Objective: Access unique investment opportunities through our Angellist syndicate.

Cost Structure: We charge a 20% carried interest and forgo any management fees.

Alignment: Our earnings are directly tied to your investment success, ensuring a fair and aligned compensation structure.