Ann Roberts is a registered investment advisor at Barksdale Investment Management, based in Nashville, TN, with 22 years of industry experience. Ann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 59 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fee schedule shown is for Equity and Balanced portfolios. Investment Grade Fixed Income: 0.25% on the first $10 million, 0.23% on the next $15 million, negotiable over $25 million. High-Yield Fixed Income: 0.5% of assets. Fees are negotiable based on account size, complexity, and servicing requirements.
Fee Estimator
Location
One Burton Hills Blvd,, Suite 100, Nashville, TN, 37215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Barksdale Investment Management
State Registrations2 states
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