Base Wealth Management provides investment management and financial planning services. They manage portfolios based on client objectives, using a tactical allocation strategy. They may use various securities and funds. For some clients, Base Wealth may use a third-party platform to manage held away assets such as 401(k) plan accounts. Base Wealth may also refer clients to unaffiliated money managers or investment advisors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees range up to 1.50% per annum depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. Management fees may be reduced or waived for directors, officers, and employees of Base Wealth at the discretion of management. These fees may be negotiated by Base Wealth at its sole discretion.