Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $75.0M | 0.40% |
| $75M+ | 0.30% |
Fee Estimator
Fees are negotiated and based on the market value of assets. For fixed income (investment grade), the fee is 0.25% on the first $10 million and 0.23% on the next $15 million, negotiable above $25 million. For high-yield, the fee is 0.5% of assets. For equity and balanced portfolios, the fee is 0.60% on the first $10 million, 0.50% on the next $15 million, 0.40% on the next $25 million, and 0.30% on the next $50 million. Barksdale generally requires a minimum market value of $3 million for investment grade fixed income accounts, $1 million for high yield accounts, and $500,000 for equity accounts. Fees for equity model delivery services range from 0.30% to 0.50% with a $50,000 minimum.
Areas of Practice
Advisor Information
Office location
40 Burton Hills Blvd, Suite 230, Nashville, TN, 37215-6104
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