Basso Capital Management offers investment advice to family offices and high net worth individuals. Basso works with clients to determine their risk tolerance and investment goals, then develops an asset allocation plan. Basso manages investments across a range of assets, including stocks, bonds, mutual funds, and private investments. Basso also manages a sub-advised account focused on global fixed income.
Assets Under Management$2.2B
Clients11
Advisors3
Avg. per Client$200M
Avg. per Advisor$740M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.50% |
| $50.0M - $250.0M | 0.40% |
| $250M+ | 0.40% |
Fees negotiable for accounts above $250,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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