Ronald Detweiler is a registered investment advisor at Basepoint Wealth, LLC, based in Cedar Rapids, IA, with 6 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 1,263 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. Certain clients may have a different fee schedule.
Fee Estimator
Location
4144 Golf Street Ne, Cedar Rapids, IA, 52402
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Regulatory History
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 →Other Business Activities
Ronald is the President of Basepoint Tax & Accounting LLC and CFO for Basepoint Wealth, LLC, working nearly full-time. He also serves as treasurer for two organizations and volunteers for his church, dedicating minimal time to each. Additionally, Ronald acts as a court-approved conservator for a client, spending a few hours per week in this role.
Employment History
Current Registrations
Basepoint Wealth, LLC
Previous Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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