Richard Bird is a registered investment advisor at Bird Capital Group, INC., based in Montecito, CA, with 11 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bird Capital Group manages accounts for qualified clients only, typically with a minimum account value of $5,000,000. The firm charges a negotiated base fee, generally 1.5% of the assets they manage, and a performance-based fee, generally 20% of the net profits above a negotiated annual hurdle rate. The hurdle rate is typically the 1.5% base fee plus the interest rate on T-Bills. Performance-based fees are subject to a high water mark.
Location
Montecito, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is the President, Secretary, and Treasurer of System Strategies, Inc., a management consulting firm for privately-held companies, since 1993. This takes a few hours per week of Richard's time.
Employment History
Current Registrations
Bird Capital Group, INC.
State Registrations2 states
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