Beard Investment Services specializes in managing investment portfolios for individuals, high net worth individuals, corporations, and retirement plans. They tailor portfolios to meet client needs based on investment goals, time horizon, risk tolerance, and return objectives. Beard Investment Services does not offer wrap fee programs and manages accounts on a non-discretionary basis.
Fee Structure
Beard Investment Services' fees are based on the market value of your portfolio, charged quarterly. There are two fee schedules, one for services offered through SEI Asset Management Program and another for American Funds Service Company.
For the SEI Asset Management Program:
- First $500,000: 1.00% per year
- Next $500,000: 0.75% per year
- Next $500,000: 0.50% per year
- Excess of $1,500,000: 0.25% per year
For the American Funds Service Company:
- $0 - $499,999.99: 1.0% per year
- $500,000.00 - $999,999.99: 0.85% per year
- $1,000,000.00 - $1,499,999.99: 0.75% per year
- $1,500,000.00 – $1,999,999.99: 0.65% per year
- $2,000,000.00 AND ABOVE: 0.50% per year
Fees are based on your total relationship with Beard Investment Services, and may be reduced or established as a fixed rate for certain clients.