Overview

Headquarters
Atlanta, GA
Total Firm Assets
$667 million
Average High-Net-Worth Client Portfolio Size
$3.6 million

Fee Disclosure

Source: INVESTORS RESEARCH CORPORATION COMPLETE BROCHURE (2026-02-25) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.30%
$500,001 $5,000,000 1.10%
$5,000,001 $10,000,000 1.00%
$10,000,001 $20,000,000 0.90%
$20,000,001 and above 0.80%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,000 1.20%
$5 million $56,000 1.12%
$10 million $106,000 1.06%
$50 million $436,000 0.87%
$100 million $836,000 0.84%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
79.45%
Number of High-Net-Worth Clients
149
Total Client Accounts
1,076
Discretionary Accounts
959
Non-Discretionary Accounts
117

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number
132022
  • INVESTORS RESEARCH CORPORATION COMPLETE BROCHURE (2026-02-25) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

Related Resources

Find Similar Advisors

Browse GA advisors

Learn About Fees

How advisor fees work and what to expect

Compare Top Firms

Forbes and Barron's rankings of leading RIAs

Advisor Selection Guide

Understanding advisor types and credentials