Bason Asset Management offers investment advice and portfolio management, including developing investment strategies and monitoring portfolios. Bason primarily recommends open-end mutual funds and exchange-traded funds. Bason also provides financial planning services, including retirement income planning, education funding, stock compensation planning, insurance needs analysis, multi-generational financial planning, and philanthropic planning.
Fee Structure
Bason Asset Management does not charge fees based on the value of your portfolio. Instead, they charge a flat annual retainer fee of $5,800, billed quarterly at $1,450. This fee covers ongoing portfolio monitoring and management. There is also an initial flat fee between $1,500 and $3,000 for initial portfolio design and set-up.