Bard Investment Group offers financial planning services such as retirement planning, education funding analysis, and budgeting. The firm also provides ongoing portfolio management services, creating diversified portfolios using ETFs, mutual funds, and other publicly traded securities. Bard Investment Group tailors its services to each client's needs and objectives.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.5M | 0.70% |
| $1.5M - $4.5M | 0.50% |
| $4.5M+ | 0.50% |
Clients with assets over $3,000,000 may qualify for a reduced, negotiable fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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