Investment Resources Center
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,120,000
Total clients
50
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
50
Average account size
$122,400
About
Investment Resources Center provides personalized financial planning and investment advisory services to individuals and to business entities, including corporations, pension and profit‑sharing plans, estates, and trusts. Its advisory offerings cover cash‑flow and retirement planning, tax‑efficiency and risk‑management analysis, college‑funding guidance, estate‑related investment services, and portfolio management.
The firm emphasizes asset allocation and offers proprietary model portfolios (conservative to aggressive) that are applied across client accounts, while also providing customized discretionary and non‑discretionary management. Although the brochure describes a buy‑and‑hold orientation using no‑load mutual funds and ETFs, the firm also makes an optional market‑timing (buy‑low/sell‑high) service available at no additional fee and performs reviews upon client request.
Distinctive features include an affiliation with an insurance agency through which non‑securities insurance products may be recommended and brokerage/insurance activity by related parties, a relationship the firm discloses as a potential conflict of interest. The firm also offers pension consulting and institutional‑type services — conducting vendor due diligence and written plan analyses for retirement plans — and distributes complimentary electronic newsletters and periodicals with market snapshots, regulatory updates, and company reviews.
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Market timing
Expertise
General retirement planning
Tax strategies for small businesses
Cash flow / budgeting
Fee options
Fixed fees ranging from $300 and up for financial planning; Basic Financial Planning $500-$900 plus additional charges for businesses/trusts; Standard Financial Planning $900-$1,500 plus additional charges; Comprehensive Financial Planning $1,300-$2,000 plus additional charges; Financial Review $300-$500 plus additional charges
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.70% $1,000,001 - $2,000,000: 1.40% $2,000,001 - $4,000,000: 1.10% $4,000,001 - $7,000,000: 0.80% $7,000,001 - $10,000,000: 0.60% $10,000,001+: 0.40%
$300 per hour for financial planning services; $300 per hour for existing pension plan reviews
Account minimum: $100,000 Minimum fee: Minimum asset management fee of $1,000 annually Fee-only: Financial Planning hourly fee: $300/hour; Flat fees starting at $300; Financial planning fees range from $300 to $2,000 depending on service level and client type
Main office location
Investment Resources Center
728 East Northwest Highway, Suite 300
Palatine IL 60074-6321, United States
Number of offices
1
Most active in
Investment Resources Center has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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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