Beard Investment Services, INC.
Assets Under Management
$859.7M
Number of Clients
689
Number of Advisors
7
Avg. Portfolio per Client
$1.2M
Avg. Managed per Advisor
$122.8M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Beard Investment Services provides customized investment portfolio management for individual investors, high net worth individuals, corporations, and retirement plans. They work with clients to tailor portfolios to meet their specific investment needs, time horizon, risk tolerance, and return objectives. Beard Investment Services manages accounts on a non-discretionary basis, meaning they need your approval before making any trades.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 may be established for certain clients.
Fee Estimator
Areas of Practice
Location
3701 Boardman - Canfield Rd., Suite 1, Canfield, OH, 44406