James Murphy is a registered investment advisor at Barksdale Investment Management, based in Nashville, TN, with 24 years of industry experience. James 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
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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There is no information about James's other business activities in the provided text.
Employment History
Current Registrations
Barksdale Investment Management
Previous Registrations
Avondale Partners, LLCBroker
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
Avondale Partners, LLCBroker
Avondale Partners, LLC
Wfg Investments, INC.Broker
Keel Point Advisors, LLC
Trustcore Financial Services, INC.
Trustcore Investments, INC.Broker
Banc of America Specialist, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.