KP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
1,234 clients
Average Client Portfolio
$629K average
Assets Under Management
$776.2M
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Hourly Rate:$100 - $400/hr
Basepoint charges an annual management fee based on assets under management, ranging from 0.75% to 1.50%. Fees are paid monthly and may include financial planning and consulting services. Hourly financial planning is available from $100 to $400 per hour, or as a fixed engagement fee. Performance-based fees are also available for qualified clients. Fees are negotiable.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
4144 Golf Street Ne, Cedar Rapids, IA, 52402
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Basepoint Wealth, LLC
September 2022 - Present · 3 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2019 - September 2022 · 3 yrs 8 mos
Cetera Advisor Networks LLCBroker
November 2018 - September 2022 · 3 yrs 10 mos
Cwm, LLC
November 2018 - September 2022 · 3 yrs 10 mos
Northwestern Mutual Investment Services,llc
April 2015 - November 2018 · 3 yrs 7 mos
Northwestern Mutual Investment Services, LLC Broker
November 2007 - November 2018 · 11 yrs
State Registrations2 states
IATX
Advisor
Exams
No exam information available for this advisor.