Investor Resources, founded in 1996, offers tailored investment management services to individuals, families, and small businesses. They focus on understanding each client's financial situation, goals, and risk tolerance to create suitable portfolios. Investor Resources is a fee-only firm, meaning they don't sell financial products or receive commissions.
Assets Under Management$18M
Clients20
Advisors1
Avg. per Client$920K
Avg. per Advisor$18M
Fee Structure
Investment management only (planning not offered)
Investor Resources manages your investments for a fee based on the value of your portfolio. This fee is calculated as a percentage of the assets they manage and is billed to you each quarter.
Loading...