Barksdale Investment Management is an employee-owned registered investment advisor specializing in customized investment management. They offer fixed income, equity, core plus, high yield, and enhanced cash portfolio management services to both institutional and high-net-worth individual clients. Barksdale customizes portfolios to meet each client's specific risk tolerance and guidelines. Their investment strategies are based on quantitative and qualitative fundamental analysis.
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.