Iron Gate Global Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$5,000

“Flat fees will range from $1,000 to $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Iron Gate Global Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Annualized fees are billed on a prorata basis monthly or quarterly in advance or in arrears based on the value of the account(s) on the last day of the previous month OR quarter.”
• “Fees are negotiable and will be deducted from client account(s).”
• “In rare cases, our firm will agree to directly invoice.”

How Iron Gate Global Advisors’ fees compare

• Its flat or project fee of $1,000-$5,000 spans the Utah median of $2,050. 65% of the 63 other Utah planners that publish a flat or project fee charge less.

About Iron Gate Global Advisors

• Firm size: 7 employees.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

1,760

Employees

7

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,323,170,082

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

111177

Website

twitter.com/iggadvisors (opens in new tab)

Phone

(888) 591-0334

Can advise clients in 23 states: Alaska, Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Maine, Minnesota, Montana, North Carolina, Nebraska, Nevada, Oklahoma, Oregon, Tennessee, Texas, Utah, Virginia, Washington, Wyoming

Other planners in Utah that publish fees

• 114TH Financial LCSouth Jordan$150/hr, $150/mo
• Abacus Investment AdvisorsSalt Lake City$100/hr
• Abg ConsultantsCottonwood Heights$250/hr, $300⁠-⁠$1,500
• Albility PlanningMapleton$275/hr, $275/mo
• Albion Financial GroupSalt Lake City$250⁠-⁠$500/hr, $2,500⁠-⁠$50,000
• Andina AdvisorsLogan$500/hr, $500

Compare all 181 planners in Utah