Kirk Sadilek is a CFP, ChFC-designated registered investment advisor at Basepoint Wealth, LLC, based in Cedar Rapids, IA, with 28 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, Financial Planning & Coaching, High Net Worth, and 3 more. 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 - $1.0M | 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 firm. Certain clients may have a different fee schedule. Fees take into aggregate assets under management with the firm.
Fee Estimator
Location
4700 N. River Blvd Ne, Cedar Rapids, IA, 52411
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 →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
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.
Exams
More Advisors
- William Wallace, CFA, CFP, PFSBasepoint Wealth, LLC
- Bryan Knudson, CFPBasepoint Wealth, LLC
- Landis Wiley, CFPBasepoint Wealth, LLC
- Scott Cooley, CFP, ChFCBasepoint Wealth, LLC
- Shayne Boles, CFPBasepoint Wealth, LLC
- Kathryn Wallace, CFP, ChFCBasepoint Wealth, LLC