Bard Associates manages investments for individuals, retirement accounts, trusts, and businesses. They use a long-term, buy-and-hold strategy, focusing on smaller companies they believe offer higher returns. They assess your financial goals and risk tolerance to create a customized portfolio, balancing smaller-company stocks with more conservative investments like bonds and cash equivalents. They also offer a portfolio monitoring service for self-managed accounts.
Assets Under Management$380M
Clients183
Advisors2
Avg. per Client$2.1M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Discounts may be negotiable for large accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...