Bassett Financial Advisors offers investment management services where they manage your investments for you. They also offer financial planning on an hourly basis, covering topics like wills, estate planning, investments, taxes, and insurance. Bassett Financial Advisors may use model portfolios from Altruist LLC or the AssetMark Platform.
Assets Under Management$52M
Clients276
Advisors1
Avg. per Client$190K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. Accounts utilizing the AssetMark Platform are subject to a Total Account Fee of no more than 1.75% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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