James Investment Research offers investment management services tailored to individual client needs, including continuous advice and portfolio management. They also provide model portfolio management through unified managed accounts. Financial planning services cover personal finance, tax, investments, insurance, retirement, and estate planning. Additionally, they offer retirement plan services to corporate and public retirement plans and accounting services.
Fee Structure
James Investment Research offers investment management services where fees are based on a percentage of the assets they manage.
For equity and balanced accounts, the annual fee is typically 1.25% on the first $1,000,000 and 0.50% on assets over $1,000,000. For charitable giving accounts, the annual fee for the first $1,000,000 is reduced to 1.00%.
For cash and cash equivalents accounts, the annual fee is 0.25% of the account balance.
For micro-capitalization accounts, the annual fees are 2.50% for the first $5,000,000 and 2.00% on amounts over $5,000,000.
For small-capitalization accounts, the annual fees are 1.00% on the first $20,000,000; 0.75% on assets greater than $20,000,000 up to $50,000,000; and 0.65% on assets over $50,000,000.
For fixed income accounts, the annual fees are 0.50% for the first $5,000,000.
Management fees for model accounts in wrap fee programs generally range from 0.45% to 0.75%.