Investment Research Corporation provides investment supervisory services, manages advisory accounts, and offers financial planning. The firm helps clients navigate personal financial issues such as cash flow management, education funding, retirement, investments, risk management, insurance, taxes, and estate planning. Operating through investment advisor representatives, Investment Research Corporation creates customized portfolios tailored to client goals. The firm offers a wrap fee program where clients can choose between a flat annual fee or a percentage-based fee. Investment Research Corporation analyzes securities using fundamental analysis, focusing on long-term growth, company management, and economic strength.
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.