Joseph Levesque is a CFA-designated registered investment advisor at Basecamp Wealth Advisors, LLC, based in Bellevue, WA, with 8 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 77 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The maximum annual fee charged for investment management services will not exceed 0.75%.
Fee Estimator
Location
10900 NE 8th Street, #1620, Bellevue, WA, 98004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joseph is a board member of the Seattle Alternative Investment Association since 2019. He dedicates minimal time to this role, working to transition items to new board leadership.
Employment History
Current Registrations
Basecamp Wealth Advisors, LLC
Previous Registrations
Mercer Global Advisors INC.
The Clarius Group, LLC
Laird Norton Wealth Management
Filament, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.