| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor. Certain Clients may have a fee schedule that differs from above.
4144 Golf Street Ne, Cedar Rapids, IA, 52402
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Learn about disclosures →Ronald is the President of Basepoint Tax & Accounting LLC and CFO for Basepoint Wealth, LLC, working nearly full-time. He also serves as treasurer for two organizations and volunteers for his church, dedicating minimal time to each. Additionally, Ronald acts as a court-approved conservator for a client, spending a few hours per week in this role.