Barksdale Investment Management
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)
About This Firm
Barksdale Investment Management is an independent, employee-owned, majority women-owned RIA. They offer customized fixed income investment management services for institutional investors and also provide 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.
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
Location
40 Burton Hills Blvd, Suite 230, Nashville, TN, 37215-6104