Beard Investment Services, INC.
Assets Under Management
$859.7M
Number of Clients
689
Number of Advisors
7
Average Client AUM
$1.2M
AUM per Advisor
$122.8M
Compensation
Fee-Only (AUM)
About This Firm
Beard Investment Services, Inc. specializes in customized portfolio management for individual investors, high net worth individuals, corporations, defined benefit and defined contribution retirement plans. They work with clients to tailor portfolios to meet their specific needs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $1.5M | 0.50% |
| $1.5M+ | 0.25% |
Fees may be reduced or a fixed rate fee schedule established for certain clients.
Fee Estimator
The standard fee schedule is based on the market value of the client's portfolio. Fees are charged quarterly in arrears. The firm may reduce fees or establish a fixed rate fee schedule for certain clients. There are no account minimums.
Areas of Practice
Location
3701 Boardman - Canfield Rd., Suite 1, Canfield, OH, 44406