James Investment Research Inc
1349 FAIRGROUND ROAD, Xenia, Ohio 45385
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
and Cash Equivalents discretionary accounts managed individually, our annual fee is 0.25% of the account balance. • Item 8 – Investment Strategies, Methods of Analysis and Risk of Loss o We now offer a direct indexing strategy through sub-advisors. Page 3 of 24 Item 3
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.