Assets Under Management
$776.2M
Number of Clients
1,234
Number of Advisors
13
Average Client AUM
$629K
AUM per Advisor
$59.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Basepoint Wealth offers customized investment advisory solutions through personal client contact, discretionary investment management, and related advisory services. They provide financial planning services as part of the investment advisory engagement or as a separate engagement.
| 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