James Panzer
James Panzer is a registered investment advisor at Investment Research CORP, based in Champaign, IL, with 18 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 166 clients with $76M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Clients can choose a $3,000 flat fee or a percentage-based fee of 0.5%, 1.0%, 1.5%, or another mutually agreed rate up to a maximum of 2.0% of assets under management.
Fee Estimator
Location
3313 Palmer Drive, Champaign, IL, 61822
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2000Employment History
Current Registrations
Investment Research CORP
World Capital Brokerage, INC.
World Capital Brokerage, INC.Broker
Previous Registrations
Investacorp, INC.Broker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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