Investment Research Partners

CRD#304315
Investment Advisor Firm

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Learn more about Investment Research Partners

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Investment Research Partners is located at 801-1 Pike Street, Lemont, PA. The firm employs 4 financial advisors to manage client portfolios and provide financial guidance. Investment Research Partners is not a registered broker-dealer.

    Investment Research Partners oversees $300.8 million in assets under management across 605 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The firm caters to pooled investment vehicles, which are also the largest client type by accounts. The fee structure at Investment Research Partners includes asset-based, hourly, and fixed fees.

    Investment Research Partners is registered in the states of New York and Pennsylvania.

    Assets Under Management

    $300.8 million

    Number of Advisors

    4

    Disclosures

    No

    Office Location

    801-1 Pike Street
    Lemont, PA 16851

    Investment Research Partners by the Numbers

    Total Assets Under Management

    $300.8 million

    National Average: $8.6 billion
    Total Number of Employees

    6

    National Average: 64
    Total Number of Accounts

    605

    National Average: 375,227
    Average Account Size

    $497.2 thousand

    National Average: $23.0 thousand
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    Fee Structure

    A financial advisor's fees usually depend on the financial services provided. Fees charged by Investment Research Partners can consist of some blend of the following fee types: asset-based, hourly, or fixed.

    Available

    • Offered by 69% 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.

    • Offered by 21% of firms

      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.

    • Offered by 32% of firms

      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.

    Unavailable

    • Find one of the 1% 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 26% 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 0% 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 10% 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

    It provides services to pooled investment vehicles. Investment Research Partners's largest client group by number of accounts is other investment advisers.

    • 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

    Investment Research Partners does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Investment Research Partners

    Brett Greenfield
    Lemont, PA
    Meredith Henderson
    Midlothian, VA
    Arielle Buitenhuys
    Lemont, PA
    Michael Allison
    Saratoga Springs, NY

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