BASE Management Company is an investment management firm that specializes in actively managed equity portfolios. BASE aims to generate long-term investment returns for its clients by taking calculated risks. The firm provides ongoing investment advice and management, considering each client's individual needs and circumstances. BASE works with individuals, trusts, charitable organizations, and corporations.
Assets Under Management$77M
Clients38
Advisors1
Avg. per Client$2M
Avg. per Advisor$77M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.80% |
| $10M+ | 0.40% |
Advisory fees are negotiable in exchange for custom service.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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