Investment Research CORP
Assets Under Management
$63.4M
Number of Clients
177
Number of Advisors
15
Average Client AUM
$358K
AUM per Advisor
$4.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Investment Research Corporation offers investment supervisory services, manages investment advisory accounts, and provides financial planning. They offer advice on a variety of securities. Financial planning services cover cash flow management, education, retirement, investment, risk management, insurance, tax, and estate planning.
Fee Structure
Clients in the wrap fee program pay a single annualized fee, based on a percentage of the market value of assets or a flat fee of $3,000, whichever they choose. The percentage-based fee can be 0.5%, 1.0%, 1.5%, or another mutually agreed-upon value, up to a maximum of 2.0% of assets under management, excluding program, product, custodial, or mutual fund fees. Financial planning is also offered on an hourly basis, ranging from $150 to $250 per hour, depending on the tasks or circumstances. Fees are negotiable for special situations. An initial deposit may be required.
Areas of Practice
Location
1636 North Logan Street, Denver, CO, 80203