Bardi Co. offers investment management services, providing advice on stocks, ETFs, mutual funds, fixed income, options, oil & gas interests, and certificates of deposit. Investment strategies are tailored to individual client needs. Bardi Co. also provides financial planning services, reviewing clients' financial positions and making recommendations. Clients are not obligated to act on these recommendations or execute transactions through Bardi Co.
Assets Under Management$280K
Clients1
Advisors2
Avg. per Client$280K
Avg. per Advisor$140K
Fee Structure
Minimum Investment:$50K
Bardi Co. manages investments for a fee ranging from 0.5% to 2% of the value of your portfolio annually. The fee is calculated each quarter, based on the portfolio value at the beginning of that quarter. The specific fee is negotiable, depending on the amount of assets Bardi Co. manages for you.
Loading...