Investor Resources Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Investor Resources, Inc. is a small, fee-only investment adviser that serves individuals, families, trusts, estates and small businesses. The firm offers comprehensive financial planning, portfolio management implemented through third-party managers and model portfolios, selection of other advisers, and standalone investment consultations.
IRI’s investment approach emphasizes long-term, diversified asset allocation using largely passive or semi-passive strategies and fundamental analysis of economic conditions and manager methodology. The firm does not engage in direct security selection for client accounts; instead it evaluates and recommends third-party managers and model programs, and accepts limited discretionary authority only to rebalance accounts within pre-authorized parameters.
What is noteworthy about IRI relative to peers is its explicit fee-only model with no commissions or third‑party compensation and its focus on manager selection rather than in-house trading. The firm also discloses negotiable fee arrangements, offers fixed-fee or hourly planning modules, does not accept proxy-voting authority, and has a documented successor-adviser and business continuity plan for transitions.
Client services
Expertise
Fee options
Financial planning and consultation fixed fees range from $500 to $15,000 depending on scope.
0.75% to 1.25% annually
$150 per hour for financial planning and investment consultations.
Fee-only: Fee-only advisory services; no commissions or third-party compensation received.
Main office
Boston MA
Advisors at this office
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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