Income Research + Management
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Overview
Income Research + Management operates as an advisory firm located in Boston, Massachusetts. Income Research + Management administers $89.0 billion in assets under management across 913 accounts, making it one of the biggest investment advisory firms in the nation by assets under management (AUM). The firm has a large team, including 60 financial advisors. Income Research + Management is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like stocks, bonds and options.
Income Research + Management manages most of the firm's accounts in a discretionary manner. Discretionary management means that a portfolio manager makes transaction decisions without requiring client consent. It also has seven non-discretionary accounts with a total of $2.1 billion in assets under management. Income Research + Management's typical account size is $97.5 million. An average advisor at Income Research + Management oversees around 15 client accounts, making it one of the more individualized advisor firms in the country.
The company's main office is at 100 Federal Street, Boston, Massachusetts 02110-1884. The firm is allowed to provide services to clients across 46 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Income Research + Management by the Numbers
$89.0 billion
210
913
$97.5 million
Fee Structure
Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees charged by the firm typically consist of the following fee structure: asset-based. The company does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company does business with a number of different investors. Income Research + Management works with high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, insurance companies and corporations. Out of its 913 clients, Income Research + Management's largest client by number of accounts is high net worth investors, although it also caters to 376 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 3% of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 46.08%
- Other Individuals - 0%
- Corporations - 34.68%
- Charitable Organizations - 19.24%
* 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
Income Research + Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Income Research + Management
Boston, MA
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