Investment Research Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$86,968,452
Total clients
81
53% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
81
Average account size
$1,073,685
About
Investment Research Corporation serves individual investors, high-net-worth individuals and corporations with financial planning, portfolio management and access to third‑party investment managers. The firm provides ongoing investment supervisory services and financial planning that covers retirement, college, tax and estate considerations, and typically charges fees based on assets under management.
The firm’s investment approach emphasizes asset allocation and a buy‑and‑hold strategy, focusing on mutual funds with multi‑year track records and strong relative performance, and it prepares client-specific investment policy documentation and regular reviews. IRC also offers non‑discretionary supervisory services and arranges discretionary third‑party manager relationships while continuing to monitor those managers on clients’ behalf.
Notably, the firm and its associated persons act as appointed agents of insurance companies and may receive commissions when clients implement plan recommendations through insurance products, a practice that is less common among independent advisers. The firm has a long operating history (founded in 1971), uses solicitor arrangements in certain referral relationships, and receives a disclosed portion of third‑party manager fees in addition to its advisory compensation.
Client services
Expertise
Fee options
$25,000 - $49,999: 1.46% $50,000 - $99,999: 1.35% $100,000 - $149,999: 1.24% $150,000 - $199,999: 1.13% $200,000 - $249,999: 1.05% $250,000 - $299,999: 0.98% $300,000 - $349,999: 0.90% $350,000 - $399,999: 0.86% $400,000 - $449,999: 0.83% $450,000 - $499,999: 0.79% $550,000 - $599,999: 0.76% $600,000 - $699,999: 0.68% $700,000 - $799,999: 0.64% $800,000 - $899,999: 0.60% $900,000 - $999,999: 0.56% $1,000,000 - $1,499,999: 0.53% $1,500,000 - $2,000,000: 0.48% $2,000,000+: 0.45%
Insurance commissions may be earned on implementation of financial plans, but IRC does not participate
Account minimum: $5,000 Minimum fee: One-time set-up fee of $100.00 per account Fee-only: Comprehensive Financial Plan fees range from $1,000 to $4,000; $350 initial retainer applies
Most active in
Minnesota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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