Weaver C. Barksdale & Associates, Inc

CRD#105098
Investment Advisor Firm

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Learn more about Weaver C. Barksdale & Associates, Inc

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Weaver C. Barksdale & Associates, Inc operates as a financial advisory company located in Nashville, Tennessee. The company oversees $3.6 billion in assets under management throughout 131 customer accounts, making it one of the largest firms in the United States by assets under management (AUM). It has a small group, including 8 financial advisors. Weaver C. Barksdale & Associates, Inc is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like equities, options and bonds.

    Weaver C. Barksdale & Associates, Inc oversees all of its accounts on a discretionary basis. Discretionary management means that transaction judgments are made by an investment advisor without needing client permission. The investment advisory firm oversees about $27.7 million in assets for each customer account. The average advisor at Weaver C. Barksdale & Associates, Inc administers about 16 client accounts, placing it among the more individualized advisor firms in the country.

    The company's main office is located at One Burton Hills Blvd, Suite 100, Nashville, Tennessee 37215-6104. It is legally permitted to provide services to clients across 9 states, including Florida, Illinois, Louisiana, New Jersey, New York, North Carolina, Pennsylvania, Texas and Tennessee.

    Assets Under Management

    $3.6 billion

    Number of Advisors

    8

    Disclosures

    No

    Office Location

    One Burton Hills Blvd, Suite 100
    Nashville, TN 37215-6104

    Weaver C. Barksdale & Associates, Inc by the Numbers

    Total Assets Under Management

    $3.6 billion

    National Average: $8.6 billion
    Total Number of Employees

    12

    National Average: 64
    Total Number of Accounts

    131

    National Average: 375,227
    Average Account Size

    $27.7 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial advice usually depend on which services the firm provides the client. However, fees charged by Weaver C. Barksdale & Associates, Inc typically consist of the following fee structure: asset-based. The company does not provide a wrap fee program, in which the company offers a service bundle for a comprehensive fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The company does business with a number of different clients. Weaver C. Barksdale & Associates, Inc works with high net worth investors, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies and corporations. Out of its 131 customers, Weaver C. Barksdale & Associates, Inc's largest client type is pension plans, though it also caters to three high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 2% of the firm's clients reside abroad.

    • High-Net-Worth Individuals* - 4.92%
    • Other Individuals - 0%
    • Corporations - 75.41%
    • Charitable Organizations - 19.67%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Weaver C. Barksdale & Associates, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Weaver C. Barksdale & Associates, Inc

    Ellen Carr
    Nashville, TN
    Andrew Forsyth
    Nashville, TN
    James Murphy
    Nashville, TN
    Nathaniel Grant
    Nashville, TN
    Deena Raja
    Nashville, TN
    Melissa Laffer
    Nashville, TN
    Ann Roberts
    Nashville, TN
    Frank Puryear
    Nashville, TN
    Charles Webb
    Nashville, TN

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