Bark Securities, LLC

Fee-Only (% of Portfolio)

Bark Securities provides investment advice exclusively through its online platform, focusing on U.S. government money-market funds and other short-duration vehicles for small businesses. The platform offers automated investment recommendations and rebalancing. Clients cannot tailor portfolios beyond adding or withdrawing cash. Human interaction is limited to technical support. Bark is owned by Bark Finance, Inc., which is wholly owned by Corgi Insurance Services, Inc.

Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

The platform fee may be lowered at Bark's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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