Advisor at Barksdale Investment Management
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Firm
Barksdale Investment Management
Location
Nashville, TN 37215
Credentials
Series 65
Industry experience
22 years
Ann Roberts is a financial advisor at Barksdale Investment Management in Nashville, TN, holding a Series 65 designation with 22 years of industry experience. She has been with Weaver C. Barksdale & Associates, Inc. since 2001. Barksdale Investment Management is a discretionary investment manager serving institutional clients and a select group of high-net-worth individuals with customized fixed income, equity, high-yield, and balanced portfolios. The firm manages approximately $3.6 billion and provides model portfolios to an unaffiliated financial institution for use in a wrap/managed-account program.
$0 - $10 million: 0.25% for investment grade fixed income $10 million - $25 million: 0.23% for investment grade fixed income $25 million+: Negotiable for investment grade fixed income $0+: 0.50% for high yield fixed income $0 - $10 million: 0.60% for equity and balanced portfolios $10 million - $25 million: 0.50% for equity and balanced portfolios $25 million - $50 million: 0.40% for equity and balanced portfolios $50 million+: 0.30% for equity and balanced portfolios
Account minimum: $1,000,000 for investment grade fixed income and high yield accounts; $500,000 for equity accounts; $25,000 for model delivery clients Fee-only: Fee-only basis; no commissions or mark-ups/downs
One Burton Hills Blvd,, Suite 100
Nashville, TN 37215
Tennessee · Texas
Weaver C. Barksdale & Associates, Inc.
2001 - Present (25 years)
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