Baskets Capital offers investment advice and manages investment portfolios for clients to help them achieve their financial goals. The firm works with clients to understand their financial situation, goals, and risk tolerance, then proposes an investment approach. Baskets Capital manages accounts on a discretionary basis and reviews them regularly, rebalancing or adjusting as needed. Clients are responsible for notifying Baskets Capital of any significant changes to their financial or personal circumstances.
Assets Under Management$9.5M
Clients51
Advisors1
Avg. per Client$190K
Avg. per Advisor$9.5M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees may be discounted and are negotiable depending on the account size.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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