Investment Research & Advisory Group (IRA Group) offers investment advice and financial planning to individuals. IRA Group is a fee-only firm, meaning they don't accept commissions. They create investment policy statements tailored to each client's goals and objectives. IRA Group provides a written evaluation of each client's initial situation, often in the form of a cash flow projection and net worth statement. Clients can terminate the agreement at any time.
Assets Under Management$13B
Clients279
Advisors17
Avg. per Client$47M
Avg. per Advisor$780M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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