James Investment Research Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Financial planning fees are calculated and charged on an hourly basis at $150 per hour.”

Annual fee

$1,200⁠-⁠$3,000/yr

“The annual fixed fee for financial planning typically ranges from $1,200 to $3,000 and may be charged on a pro-rated basis monthly, quarterly, or bi-annually.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How James Investment Research Inc bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are billed in advance at the beginning of each billing period based upon the asset value (market or fair market value in the absence of market value) of the client's account at the end of the billing period.”
• “Advisory fees are billed in arrears at the end of each billing period based upon the asset value (market or fair market value in the absence of market value) of the client's account at the end of the billing period.”
• “Page 10 of 25 Clients are billed either quarterly or monthly in accordance with the terms set forth in the Client Management Agreement.”

How James Investment Research Inc’s fees compare

• Its hourly rate of $150 is below the Ohio median of $250. 8% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its annual fee of $1,200-$3,000 is below the Ohio median of $5,000. 18% of the 79 other Ohio planners that publish an annual fee charge less.

About James Investment Research Inc

• Firm size: 15 employees.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 1976 (50 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.5% a year

Minimum

$100,000 in assets (stated in brochure)

Clients

404

Employees

15

Works with

Individuals, high net worth individuals, investment companies, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutions, selecting other advisers, and other services

Assets managed

$1,211,598,322

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

110433

Website

linkedin.com/company/james-investment (opens in new tab)

Phone

(937) 426-7640

Can advise clients in 11 states: Alabama, California, Florida, Kentucky, Louisiana, Michigan, North Carolina, Ohio, Pennsylvania, Tennessee, Texas

Other planners in Ohio that publish fees

• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr

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