Landis Wiley is a CFP-designated registered investment advisor at Basepoint Wealth, LLC, based in Cedar Rapids, IA, with 14 years of industry experience. Landis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 1,263 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. Certain clients may have a different fee schedule.
Fee Estimator
Location
4144 Golf Street Ne, Cedar Rapids, IA, 52402
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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
Landis is a soccer official since 1998, dedicating minimal time. He is also a member of the City of Marion Planning & Zoning Commission and a partner at Basepoint Tax & Accounting LLC, an accounting firm.
Employment History
Current Registrations
Basepoint Wealth, LLC
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations1 state
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