BAS Capital provides investment supervisory services and manages investment advisory accounts for individuals, profit sharing plans, trusts, estates, and corporations. BAS Capital specializes in managing stock and bond portfolios for individual clients based on their stated needs and risk tolerances. Advisory services are tailored to meet the needs of individual clients and any restrictions desired by the client are incorporated within the advisory contract.
Assets Under Management$80M
Clients44
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$80M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiated for client accounts, and the assets of accounts within each household may be aggregated for purposes of determining the fees. BAS Capital may charge performance-based fees to qualified clients of 10% based on benchmark performance or a high watermark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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