Resq Investment Partners, LLC

CRD#169528
Investment Advisor Firm

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Overview

Resq Investment Partners, LLC is a financial advisory firm that has its headquarters in Scottsdale, Arizona. The firm administers $76.8 million in assets throughout two customer accounts. It has a small team of six employees, including three financial advisors. Resq Investment Partners, LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as options, bonds and equities.

Resq Investment Partners, LLC administers all of its client assets in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make transaction choices without needing to seek client consent. The firm supervises an average of $38.4 million for each customer account. The average advisor at Resq Investment Partners, LLC administers fewer than one client account, making it one of the most individualized firms in the country.

Resq Investment Partners, LLC's central office is at 9260 E Raintree Dr, Scottsdale, Arizona 85260. Resq Investment Partners, LLC is legally allowed to serve clients in the state of Arizona.

Assets Under Management

$76.8 million

Number of Advisors

3

Fee Structure

Asset-based

Disclosures

No

Office Location

9260 E Raintree Dr
Scottsdale, AZ 85260

Resq Investment Partners, LLC by the Numbers

Total Assets Under Management

$76.8 million

National Average: $3.3 billion
Total Number of Employees

6

National Average: 4,943
Total Number of Accounts

2

National Average: 2,522
Average Account Size

$38.4 million

National Average: $1.3 million

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Fee Structure

Fees charged by financial advisors largely depend on which services are offered. Fee types charged by the company typically consist of the following fee structures: asset-based. The firm does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.

Available

  • Offered by 75% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

Unavailable

  • Find one of the 37% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 3% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

Resq Investment Partners, LLC provides services to investment companies. Out of its two clients, Resq Investment Partners, LLC's largest client group is investment companies. None of the company's customers reside abroad.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Resq Investment Partners, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA