Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
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
Advisor Information
Office location
4144 Golf Street Ne, Cedar Rapids, IA, 52402
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katherine is a partner at Basepoint Tax & Accounting LLC, an accounting firm providing bookkeeping, payroll, accounting, and tax preparation services. She dedicates a few hours per week to leadership and management duties at the firm.