Bardi Co. LLC provides investment management services to individuals, high-net-worth clients, and business entities. The firm builds tailored portfolios primarily focusing on stocks, exchange-traded funds, mutual funds, fixed income investments, options, oil and gas interests, and certificates of deposit. Bardi Co. relies on modern portfolio theory, emphasizing diversification and low correlation among asset classes to manage volatility and pursue returns. In addition to individual account management, the firm manages a private investment fund.
Assets Under Management$280K
Clients1
Advisors2
Avg. per Client$280K
Avg. per Advisor$140K
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.5% to 2% annually and are negotiable based on the size of the portfolio.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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