Basic Capital Advisors provides investment advice and management to pension and profit sharing plans. Basic Capital assists plan sponsors and trustees in meeting their responsibilities under federal retirement plan rules. Basic Capital helps develop investment policies and monitors plan investments. Basic Capital may manage investments for the plan, allowing the plan sponsor to transfer responsibility for selecting and monitoring investment options.
Fee Structure
Basic Capital charges a percentage of the total assets they manage. For investment advisory services, the fee is up to 0.50% annually. For investment management services, the fee is up to 1% annually. Investment management fees are generally higher than investment advisory fees. Fees are negotiable, and the final fee schedule is included in the agreement. Fees are paid quarterly in arrears, unless paid directly by the plan sponsor, in which case fees are paid monthly in arrears.