Irc Wealth logo

Irc Wealth

Updated today

Client AUM

$632,138,910

Clients

366

Advisors

7

across 3 offices

About

The firm provides advisory services to individuals (including high net worth clients), corporations, and retirement plans, offering financial planning, ongoing portfolio management, and retirement plan consulting. It delivers both discretionary and non-discretionary management and also offers model ETF-based portfolios and standalone financial planning engagements.

IRC’s investment approach emphasizes long-term value and income-oriented strategies, allocating among stocks, ETFs, options and cash equivalents and, on occasion, short-term transactions or fixed income at client request. Portfolio selection is driven by a disciplined process that combines technical screening, fundamental analysis and proprietary research, and the firm documents specific option strategies such as covered call writing and long puts as part of its programs.

What distinguishes the firm from many peers is an affiliation with a separately registered Commodity Trading Advisor (CTA) through which commodity transactions are offered and billed separately, with commodity accounts maintained at third‑party custodians. The brochure also highlights the firm’s use of option-writing and limited short-term trades and discloses the additional risks those strategies entail, aligning with the firm’s uncommon practice among peers of offering strategies that can involve borrowing or leverage in separately managed accounts.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management

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Fee options

Fixed

$250 to $500 per session for stand-alone financial planning (fees are waived if client engages ongoing portfolio management with at least $250,000 managed by IRC)

Percentage

$0 - $499,999: 1.30% annually $500,000 - $4,999,999: 1.10% annually $5,000,000 - $9,999,999: 1.00% annually $10,000,000 - $19,999,999: 0.90% annually $20,000,000+: 0.80% annually

Other

Account minimum: $500,000 (negotiable and can be waived; no minimum for other management styles)

Main office

See office

3050 Peachtree Road NW, Suite 220

Atlanta GA 30305

Advisors at this office

5

Most active in

California · Florida · Georgia · Massachusetts · New Jersey · South Carolina · Texas

Also doing business as

Investors Research Corporation · Irc Wealth

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Tiffany H

Series 65

Atlanta, GA

Irc Wealth

Tiffany Hedemark is a financial advisor with Irc Wealth in Atlanta, GA, holding a Series 65 designation and nine years of industry experience. She has been with Investors Research Corporation since 2015. Irc Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach focuses on long-term value and income strategies using stocks, ETFs, options, and cash equivalents, and is notable for its affiliation with a separately registered Commodity Trading Advisor offering commodity transactions.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Carol C

ChFC®, Series 63

Jersey City, NJ

Irc Wealth

Carol Cho is a financial advisor with Irc Wealth, holding the ChFC® designation and Series 63 license, with 11 years of industry experience. She has worked at IRC Wealth since 2022, following roles at NYLIFE Securities LLC and New York Life from 2015 to 2022. Irc Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm emphasizes long-term value and income-oriented strategies, combining technical screening, fundamental analysis, and proprietary research, and is noted for its affiliation with a registered Commodity Trading Advisor that allows for commodity transactions and the use of option-writing and limited short-term trades.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Jerry J

CFP®, ChFC®, Series 63

Atlanta, GA

Irc Wealth

Jerry Jones is a CFP® and ChFC® with eight years of experience in financial advising. He is currently with IRC Wealth, a team-based firm in Atlanta, GA, and has held prior roles at firms including Northwestern Mutual and Bleakley Financial Group. Outside of his advisory work, he creates YouTube content reviewing hip hop music. IRC Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement consulting. The firm employs a disciplined investment process focused on long-term value and income strategies, including the use of ETFs, options, and commodity transactions through an affiliated Commodity Trading Advisor.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Amy G

Series 65

Atlanta, GA

Irc Wealth

Amy Getz is a financial advisor at IRC Wealth in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. She has been with IRC Wealth since 2019, following a prior period as a homemaker. IRC Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a disciplined investment approach focused on long-term value and income, utilizing stocks, ETFs, options, and fixed income, and is notable for its affiliation with a separately registered Commodity Trading Advisor.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Zi Jia F

Series 65

Boston, MA

Irc Wealth

Zi Jia Fu is a Series 65 licensed financial advisor at IRC Wealth in Boston, MA, with four years of industry experience. Prior to joining IRC Wealth in 2021, Zi Jia worked at Hooli Home Boston and Brandeis University, and has experience with HangZhou SiRui GuanTong Asset Management. IRC Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a disciplined investment approach that includes long-term value and income-oriented strategies and is notable for its affiliation with a separately registered Commodity Trading Advisor.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Meghan H

Series 65

Atlanta, GA

Irc Wealth

Meghan Henderson is a financial advisor at IRC Wealth with six years of industry experience. She holds a Series 65 designation and has worked at IRC Wealth for two separate periods totaling seven years, with prior experience at Midwest Medical Enterprises. IRC Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm emphasizes long-term value and income-oriented investment strategies, incorporating technical screening, fundamental analysis, and proprietary research, and is distinguished by its affiliation with a separately registered Commodity Trading Advisor.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

David R

Series 65

Atlanta, GA

Irc Wealth

David Ragland is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with IRC Wealth, LLC since 2014 and is also associated with Investors Research Corporation. Ragland serves as CEO of IRC Wealth, where he provides financial planning and outsourced CFO services. IRC Wealth serves individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm emphasizes long-term value and income-oriented investment strategies, incorporates technical and fundamental research, and utilizes option-writing and commodity trading strategies through a distinct CTA affiliation.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
View complete list of advisors at this firm
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