INR Advisory Services Review


Trust Score 96%
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INR Advisory Services, federally registered in 2005, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 5 advisors. INR Advisory Services manages $1.1 billion and provides investment advisory services for 725 clients (1:145 advisor/client ratio).

Investment advisory fees generally range between 0.20% and 0.75% based on assets under management.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 145 clients (industry average 1:50)
  • Firm serves fewer than 1,000 clients

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes Investment advisory fees generally range between 0.20% and 0.75% based on assets under management.
Minimum Investment $50,000
Minimum Annual Fee $0
Average Account AUM $1,449,546
Hybrid Advisor No
Disciplinary History No
Total AUM $1.1 billion
Advisor / Client Ratio 1:145
Headquarters Media, PA
SEC Filings Forms and Brochures


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