Investor Resources offers investment advisory services, managing client portfolios based on their investment objectives. They use strategies involving exchange traded funds, mutual funds, and individual stocks. Investor Resources does not provide financial planning, estate planning, tax planning, or insurance services. They may recommend other professionals for these needs, but clients are not obligated to use them.
Assets Under Management$50M
Clients92
Advisors2
Avg. per Client$540K
Avg. per Advisor$25M
www.youtube.com/@iriradio ·www.facebook.com/profile.php?id=61569161397352 ·www.investorresourcesinc.com
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
The IRI Select Portfolio has a flat fee of 1.00%/year. The Global, Dynamic, Global+, and Dynamic+ Portfolios have tiered fees as described above. Fees may be reduced or waived at Investor Resources' discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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