Investment & Resource Planning Associates, Inc. offers financial planning and investment advisory services. Financial planning is based on an hourly fee and involves a detailed questionnaire and review of financial documents. Investment advisory services are offered through third-party investment advisors, including mutual fund wrap and separately managed account programs. IRPA does not have custody of client funds.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Investment & Resource Planning offers investment advisory services through third-party asset managers. Fees for these services vary depending on the program:
- Wealth Management Platform (SMA/UMA): 0.75% - 1.5% of assets under management, plus manager fees of 0.75% - 1.25%.
- Genesis Model Portfolios Program: 0.755% - 1.44% of assets under management.
- Third Party Advisory Services: 0.75% - 2% of assets under management, a portion of which is shared with Investment & Resource Planning.
Fees are generally deducted directly from your account monthly or quarterly. Investment & Resource Planning does not have custody or discretion over your funds.
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