JAMES INVESTMENT RESEARCH INC
Xenia, Ohio
5.0
1 Review
James Investment Research Inc is a highly reputable local investment advisory firm based in Xenia, OH. With over 680 individual clients and an impressive $1,071,123,000 in assets under management, the firm has established itself as a trusted partner in wealth management. While 401K and individual accounts comprise less than 30% of their assets under management, James Investment Research Inc possesses the expertise to effectively manage employer funds as well. With a strong emphasis on discretion and professionalism, the firm manages a staggering 99% of the assets under their care on a discretionary basis. Their compensation stru...
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Assets Under Mgmt

$1.07B

Investment Professionals

8

Locations

0

% 401K & Individual

16%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Other: RESEARCH
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