Income Research + Management Fees & Minimum

Overview

Headquarters: Boston, MA
Total Firm Assets: $130.7 billion
Average High-Net-Worth Client Portfolio Size: $11.2 million
Stated Minimum Account Size: $50,000,000

Fee Disclosure

Source: IR+M FORM ADV PART 2A ANNUAL UPDATE - AUGUST 2026 (2026-08-24) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$50,000,000	0.30%
$50,000,001	$100,000,000	0.25%
$100,000,001	$200,000,000	0.20%
$200,000,001	and above	0.15%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	Below minimum client size
$5 million	Below minimum client size
$10 million	Below minimum client size
$50 million	$150,000	0.30%
$100 million	$275,000	0.28%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Massachusetts for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 3.89%
Number of High-Net-Worth Clients: 454
Total Client Accounts: 1,559
Discretionary Accounts: 1,556
Non-Discretionary Accounts: 3

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 104863

IR+M FORM ADV PART 2A ANNUAL UPDATE - AUGUST 2026 (2026-08-24) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Income Research + Management