Barbara Shegog is a CFA-designated registered investment advisor at Bas Capital Management LLC, based in Moultonboro, NH, with 5 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, Investment Management, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
BAS Capital Management offers ongoing retainer services to update and review existing financial plans and recommendations. Retainer fees generally range from $1,000 to $5,000 on a fixed-fee basis or $200 to $300 on an hourly basis, depending on the scope of services required.
- Comprehensive financial plan — $3,000 to $10,000 depending on the level and scope of services required
- Retirement or transition-focused financial plan — $3,000 to $10,000
- Divorce financial planning — $1,000 to $5,000 on a fixed-fee basis
- Hourly consulting — $200 to $300 per hour for specific projects and reviews
Location
Moultonboro, NH
Get directionsHistory
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 →Employment History
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.