Assets Under Management
$859.7M
Number of Clients
689
Number of Advisors
7
Average Client AUM
$1.2M
AUM per Advisor
$122.8M
Compensation
Fee-Only (AUM)
Beard Investment Services, Inc. specializes in customized portfolio management for individual investors, high net worth individuals, corporations, defined benefit and defined contribution retirement plans. They work with clients to tailor portfolios to meet their investment parameters, time horizon, risk tolerance, and return objectives.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $1.5M | 0.50% |
| $1.5M+ | 0.25% |
Fees may be reduced or a fixed rate fee schedule established for certain clients.
3701 Boardman - Canfield Rd., Suite 1, Canfield, OH, 44406