Barbara Shegog is a CFA-designated registered investment advisor at Bas Capital Management LLC, based in Moultonboro, NH, with 4 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BAS Capital Management does not offer ongoing investment management services. However, they do offer a one-time investment portfolio review service. With this service, BAS will review your current holdings and recommend trades to rebalance your portfolio based on your objectives. You are responsible for implementing any recommended trades.
Location
Moultonboro, NH
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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.
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Current Registrations
Bas Capital Management LLC
Previous Registrations
Squam Lakes Financial Advisors, LLC
Bas Capital Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.