Kirk Sadilek is a CFP, ChFC-designated registered investment advisor at Basepoint Wealth, LLC, based in Cedar Rapids, IA, with 27 years of industry experience. Kirk 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
Kirk is involved in several outside business activities, including serving as a board member for the Catholic Foundation, owning commercial real estate, and participating in various professional and charitable organizations. These activities require minimal time commitment, ranging from a few hours per month to a few hours per quarter.
Employment History
Current Registrations
Basepoint Wealth, LLC
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations2 states
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