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barksdale investment management

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barksdale investment managementnashville, TN

Additional Information

Independent Registered Investment Advisor founded in 1984 specializing in customized fixed income and equity management strategies for institutional investors. 100% employee-owned and WBENC-certified Women's Business Enterprise.

Registered Investment Advisor under the Investment Advisors Act of 1940WBENC-certified Women's Business EnterpriseGIPS compliant

Specializes in

Institutional investment managementSeparate account managementCapital preservationActive portfolio managementGIPS compliance

Services

Fixed income portfolio managementEquity portfolio managementBalanced portfolio managementHigh yield portfolio managementCore plus portfolio managementLDI portfolio managementCredit only portfolio managementEnhanced cash portfolio managementCustomized portfolio construction

Established 1984 · Serving Nashville, TN

Additional information extracted from the firm's public website. Last updated: September 15, 2026

Contact Information

Phone: 615-665-1085

Website: https://barksdaleim.com

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Frequently Asked Questions

How much does a financial advisor cost in nashville?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.