BasicValue Asset Management provides investment advice to help clients build and maintain wealth. BasicValue focuses on providing objective financial advice through its independent ownership, investment philosophy and style, business methodology, operating structure, method of executing business and management fee-only method of compensation. BasicValue creates, implements, and oversees investment menus for self-directed tax-qualified profit sharing and 401(k) plans for institutional clients.
Assets Under Management$39M
Clients14
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$39M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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