Basecamp Wealth Advisors provides wealth management, financial planning, and family office services to high-net-worth individuals, families, and related entities. They also offer investment management services, creating tailored portfolios using stocks, bonds, ETFs, and other investments. Basecamp may use third-party investment managers and continuously monitors and rebalances portfolios based on client needs and goals.
Assets Under Management$880M
Clients77
Advisors5
Avg. per Client$11M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$5M
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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