Scott Cooley is a CFP, ChFC-designated registered investment advisor at Basepoint Wealth, LLC, based in Cedar Rapids, IA, with 13 years of industry experience. Scott 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
Scott owns and rents a house to tenants, generating income from monthly rent. He dedicates minimal time to managing the finances and routine maintenance of the rental property.
Employment History
Current Registrations
Basepoint Wealth, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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