Wealth Resource Investment Advisors LLC offers ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. The firm creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. Wealth Resource Investment Advisors generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$11M
Clients9
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $300K | 1.25% |
| $300K - $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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