Pricing

One plan. One flat price. No AUM fee.

Ironlake is software, not an advisory relationship. You pay for the product, not a percentage of your portfolio. One plan covers everything Ironlake does on your own data, billed annually, with a 30-day free trial to start.

Free trial — no credit card

30 days of Plan & Policy, no data import required.

Build an Asset Allocation Model from a template (or custom), complete the investment-plan wizard, run the deterministic projection across base, conservative, and stressed scenarios, and complete a first monthly review — all in about 30 minutes, with no positions and no credit card required. Importing positions, the tax-lot tools, and the shareable plan PDF are part of paid Ironlake Core. Ironlake is in early access; your 30-day trial begins once your access is granted.

Ironlake Core

Founding price · manual-first

$199/ year per household

One plan, billed annually. Everything Ironlake does on your own manual, CSV, and Excel data: the plan, the tax-aware math, the reviews, and the decision record. No AUM fee, no white-glove upsell.

  • ✓Asset Allocation Model + Template Gallery
  • ✓Deterministic projection (base / conservative / stressed)
  • ✓Full investment-plan (IPS) builder + PDF export
  • ✓Decision Journal + Monthly & Annual Review
  • ✓Cash-Deployment + Bond Reinvestment Workbenches
  • ✓Year-End Checklist + Roth conversion modeling
  • ✓Holdings + tax character (CSV / Excel import)
  • ✓Look-through exposure + Cost & Performance
  • ✓Loss harvesting, capital-gains & wash-sale scenarios
  • ✓Estate, risk, healthcare & 529 planning surfaces
  • ✓Multi-entity architecture + CPA / attorney / trustee exports

$199/year is a founding rate while Ironlake is in early access.

Manual-first now, integrations later

Ironlake is manual / CSV / Excel first today. Optional read-only brokerage sync and document automation are planned as future add-ons; they are not part of the launch and have no price yet. If your household is multi-entity or alternatives-heavy and you want to talk through fit, send us a note.

What you don't pay

No AUM fee. No basis points on assets. No revenue share with fund companies. The price you see is the price you pay, regardless of how much you have under management. A household with $5M and a household with $50M pay the same.

One plan, three depths of data

Ironlake Core is one product with three depths of data commitment: Plan & Policy (no positions required), Portfolio Oversight (add holdings), and Tax-Lot Intelligence (add lots). The dashboard adapts to the data you've populated. You go deeper when the added detail is worth the work — never as a precondition for getting started. They are all included in the one Core price.

Currently in private build

Ironlake is being built and tested with a small number of early users. If you'd like to be considered for an early seat, send us a quick note and we'll be in touch personally.