BAS Capital Management provides financial planning services tailored to individual client needs, including retirement planning, financial independence planning, and assistance with life transitions like divorce or job loss. BAS offers flat-fee financial plans and portfolio reviews. The firm does not provide ongoing investment management or handle client funds directly. Clients are responsible for implementing recommendations and engaging other professionals as needed.
Fee Structure
BAS Capital Management does not offer ongoing investment management services. However, they do offer a one-time investment portfolio review service. With this service, BAS will review your current holdings and recommend trades to rebalance your portfolio based on your objectives. You are responsible for implementing any recommended trades.