Basepoint Wealth offers investment advisory services to high-net-worth individuals, families, trusts, estates, and businesses. Basepoint provides customized investment management, planning, and consulting services tailored to each client's individual needs. Basepoint works with clients to identify their investment goals, risk tolerance, and financial situation to create an appropriate investment strategy.
Assets Under Management$880M
Clients1,263
Advisors13
Avg. per Client$700K
Avg. per Advisor$68M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees may be negotiable. Certain clients may have a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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