Basepoint Wealth, LLC
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
About This Firm
Basepoint Wealth offers customized investment advisory solutions through continuous personal client contact and discretionary investment management. Services include financial planning, consulting, and portfolio construction using mutual funds, ETFs, individual stocks, and fixed income securities. They tailor strategies to individual client needs and risk tolerance.
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 at the sole discretion of the Advisor. Certain Clients may have a fee schedule that differs from above.
Fee Estimator
Basepoint Wealth 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 and consulting services are also available, ranging from $100 to $400 per hour, or as a fixed engagement fee. Fees are negotiable at the advisor's discretion.
Areas of Practice
Location
4144 Golf Street Ne, Cedar Rapids, IA, 52402