Bard Associates INC
Assets Under Management
$384.6M
Number of Clients
183
Number of Advisors
2
Avg. Portfolio per Client
$2.1M
Avg. Managed per Advisor
$192.3M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Bard Associates manages investment portfolios for individuals, retirement accounts, trusts, and other entities. They use a long-term, buy-and-hold strategy, primarily investing in stocks and bonds. When you become a client, you'll complete a profile to help Bard Associates understand your financial goals, time frame, risk tolerance, and any investment restrictions. They tailor your portfolio based on this information, targeting a mix of aggressive and defensive assets.
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
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Areas of Practice
Investment ManagementRetirement PlanningBusiness Owners
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Location
135 S Lasalle St Ste 3700, Chicago, IL, 60603