Ellen Carr is a CFA-designated registered investment advisor at Barksdale Investment Management, based in Nashville, TN, with 13 years of industry experience. Ellen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 54 clients with $3B 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% |
Schedule reflects Equity and Balanced portfolios. Fixed Income Investment Grade schedule is: 0.25% on the first $10 million, 0.23% on the next $15 million, and negotiable above $25 million. High-Yield schedule is a flat 0.50%. Fees are negotiable.
Fee Estimator
Location
40 Burton Hills Blvd, Suite 230, Nashville, TN, 37215-6104
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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.
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Ellen is an adjunct professor at Columbia Business School, teaching a course on the credit cycle, and holds treasurer positions at multiple non-profit foundations. She also serves as a board member for Advance Global Capital, an impact fund.
Employment History
Current Registrations
Barksdale Investment Management
State Registrations1 state
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Exams
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