Barden Capital Management (BCM) offers investment advice and manages investments for clients. BCM works with clients to understand their financial goals and current financial situation before buying and selling securities in their accounts. BCM sends clients a quarterly newsletter with market and economic updates. Clients can discuss their financial situation with an Investment Advisor Representative.
Assets Under Management$180M
Clients202
Advisors3
Avg. per Client$910K
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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