Investor Resources Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,414,345
Clients
20
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
TypicalAverage account size
$920,717
About
Investor Resources, Inc. provides advisory services to individuals, families, and small businesses, offering financial planning, investment consultations, and portfolio management through the selection and monitoring of third‑party managers and model portfolio providers. The firm operates on a fee‑only basis and does not sell financial products or accept commissions.
The firm’s investment approach emphasizes fundamental analysis, asset allocation and long‑term strategies, with a primary role of evaluating and recommending outside managers rather than directly trading securities for most clients. It accepts limited discretionary authority solely to rebalance accounts within pre‑authorized parameters and requires client authorization for other investment decisions.
Distinctive features include its solo‑practitioner structure with a relatively small, closely held client base and assets under management, and its manager‑of‑managers model instead of routine in‑house portfolio management. The firm also does not vote client proxies, does not select brokers (trades are executed through client‑designated custodians), and maintains a monitored Code of Ethics for personal trading, which differentiates its advisory model from peers that provide direct security selection or proxy voting.
Client services
Financial planning
Portfolio management
Selection of other advisers
Iri provides financial planning services and assists clients in selecting portfolios managed by third-parties
Iri provides financial planning services and assists clients in selecting portfolios managed by third-parties
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Fixed fee ranging from $500 to $15,000 depending on project scope
0.05% – 1.25% annually, billed quarterly in arrears
$150 per hour
Fee-only: Hourly fee of $150 per hour; Fixed fees ranging from $500 to $15,000 depending on project scope
Main office location
Investor Resources Inc
Charlestown MA, United States
Number of offices
1
Most active in
Investor Resources Inc has reported serving >5 clients in these states in the last 12 months.
Massachusetts
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 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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