Advisor at Barksdale Investment Management
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Firm
Barksdale Investment Management
Location
Nashville, TN 37215-6104
Credentials
Series 63, Series 66
Industry experience
24 years
James Murphy is a financial advisor with Barksdale Investment Management in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Avondale Partners LLC and JJB Hilliard WL Lyons LLC. He also serves as Chief Compliance Officer for Weaver Barksdale. Barksdale Investment Management is a discretionary investment manager serving institutional clients and select high-net-worth individuals with customized fixed income, equity, high-yield, and balanced portfolios. The firm combines quantitative and qualitative fundamental analysis, managing approximately $3.6 billion, and provides model portfolios to an unaffiliated financial institution’s 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
40 Burton Hills Blvd, Suite 230
Nashville, TN 37215-6104
Tennessee
Avondale Partners LLC
2021 - 2022 (1 year)
Weaver C. Barksdale & Associates, Inc
2019 - Present (7 years)
JJB Hilliard WL Lyons LLC
2018 - 2019 (1 year)
Avondale Partners, LLC
2012 - 2018 (6 years)
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