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Frequently Asked Questions

Have a question? Here's a list of some of the most common questions we get asked. Click an item below for the answer or contact us if you can't find what you're looking for.

Where Will Ironwood Wealth Management Hold My Money?

We can use qualified custodians such as TD Ameritrade, Fidelity, Charles Schwab, etc. to hold our client’s accounts. Charles Schwab is currently the custodian we primarily use.

Do I Need a Minimum to Work With Ironwood Wealth Management?
Is There a Fee For An Initial Meeting?
Where Are You Located?
I Don't Live In West Virginia. Can I Still Work With Ironwood Wealth Management?