Flat-Fee Online Investment Firm Iron Peak Advisors Offers All New Clients a Free Equity Stake

Industry: Finance

Flat-fee online investment firm Iron Peak Advisors announced today that it will give all new clients a share of their stock on their one year anniversary with the firm.

Roseville, CA (PRUnderground) March 27th, 2015

The executive team at Iron Peak Advisors, Inc. announced today that all new clients will receive a free share of Iron Peak Advisors stock on their one year anniversary with the firm. “We wanted a way to reward our early adopters who are joining us in the low fee revolution,” said Allen C. Archuleta, Jr. Co-founder and CEO. “What better way to do that than to give them a piece of the company that is going to change how Wall Street does business?”

Iron Peak Advisors, a Sacramento-based financial tech start-up was founded by a group of seasoned financial advisors who were tired of the way business was being done in the investment management industry. With so many hidden fees and inflated portfolio management costs, Iron Peak Advisors set out to change the way individuals pay for investment advice. As one of the first online firms to use flat-fee pricing, the company plans to save investors up to thousands of dollars in advising fees, which in turn can be returned back to their portfolios.

The founders of Iron Peak Advisors started the company hoping to be a solution for an injustice they observed in the industry: the effects of percentage-based pricing. “Is it fair for an investor who has $1,000,000 to pay 20 times more in management fees than an investor with $50,000?” when in most cases they are virtually receiving the same investment allocation?” asked Allen C. Archuleta, Jr., Co-founder & CEO. The advisors at Iron Peak Advisors, who have worked in the finance industry for 30 years, realized that clients at both asset levels usually receive the same investment models and advice; many advisors use a set of fixed portfolios for their clients. With the traditional model of percentage-based pricing, an investor’s portfolio gets punished for its success.

Iron Peak Advisors has created a solution to eliminate the hidden costs typical to most investment firms. Hidden fees can come from expense ratios, all-in-costs, asset management fees (AUM), maintenance fees, percentage fees, trading fees, transaction fees, redemption fees, and commissions to name a few. All of these management fees are detrimental to the success of an investor’s portfolio as they compound exponentially over time. However, Iron Peak Advisors flat-fee pricing lowers the investor’s cost to a straight-forward $15 a month no matter how much the client’s portfolio grows. Additionally, to encourage beginner investors (with accounts under $20,000) the flat-fee drops to $3 a month. IPA believes in transparency—clients will always know exactly what they are paying for a professionally managed account.

For more information about Iron Peak Advisors, visit www.IronPeakAdvisors.com

About Iron Peak Advisors

Iron Peak Advisors is a Sacramento-based financial tech start-up comprised of talented investment and technology experts who are passionate about providing investors with professional investment management for a low, flat fee. Co-founder Allen Archuleta Jr. and his advisory team have over 30 years of collective experience as financial advisors with some of the largest financial institutions in the world.

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