Investment Research Corporation (IRC) offers financial planning and investment management services to individuals and corporations. IRC's planning services include retirement, college education, estate, and tax planning. IRC manages individual portfolios and informs clients of recommendations. IRC also offers third-party manager services, where IRC selects a third-party investment advisor for the client.
Assets Under Management$74M
Clients39
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.46% |
| $50K - $100K | 1.35% |
| $100K - $150K | 1.24% |
| $150K - $200K | 1.13% |
| $200K - $250K | 1.05% |
| $250K - $300K | 0.98% |
| $300K - $350K | 0.90% |
| $350K - $400K | 0.86% |
| $400K - $450K | 0.83% |
| $450K - $500K | 0.79% |
| $500K - $550K | 0.79% |
| $550K - $600K | 0.76% |
| $600K - $700K | 0.68% |
| $700K - $800K | 0.64% |
| $800K - $900K | 0.60% |
| $900K - $1000K | 0.56% |
| $1.0M - $1.5M | 0.53% |
| $1.5M - $2.0M | 0.48% |
| $2M+ | 0.45% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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