Client Services
At Ironclad Financial, we pride ourselves on offering tailored financial solutions to help you achieve your unique financial goals. Our suite of services is designed to cater to your individual requirements, whether you're seeking a personalized, data-driven strategy or a streamlined approach utilizing exchange-traded funds (ETFs).
- RightCapital - This tool integrates with external accounts for holistic planning and investment analysis.
- FP Alpha - An AI-powered tool for estate and tax planning, providing you with cutting-edge insights.
- Elements - A platform focused on enhancing your financial health.
- 0.70% Assets Under Management (billed monthly at the end of each month). For example, assets of $428K would be billed $250/month
- Decentralized Finance (we use non-custodial platforms and technology, clients remain in control of their own digital assets)
- Option Strategies - We offer strategies such as covered calls, protective puts, and collar strategies to generate income or mitigate risk. Please note that we do not engage in trading strategies.
- To provide you with a tailored investment strategy, we utilize financial data and APIs for filtering and personalization. We also offer advanced trading and custodian services through Interactive Brokers.