Assets Under Management
$3.6B
Number of Clients
59
Number of Advisors
9
Average Client AUM
$61.5M
AUM per Advisor
$402.9M
Compensation
Fee-Only (AUM)
Barksdale Investment Management offers customized fixed income investment management services for institutional investors and also provides equity, core plus, high yield and enhanced cash portfolio management services to both institutions and high net worth individuals. Portfolios are customized to meet specific risk tolerance and guidelines.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.00% |
| $10.0M - $25.0M | 0.00% |
| $25M+ | 0.00% |
Fixed Income Investment Grade: Fees negotiable on market values in excess of $25 million. High-Yield: 0.5 of 1% of assets under management. Equity and Balanced: 0.60 of 1% on the first $10 million in assets, 0.50 of 1% on the next $15 million in assets, 0.40 of 1% on the next $25 million in assets, 0.30 of 1% on the next $50 million in assets.
40 Burton Hills Blvd, Suite 230, Nashville, TN, 37215-6104