Bass Financial, located in Houston, Texas, provides investment advice and manages client funds based on individual needs. They develop a personal investment policy for each client after discussing their goals, risk tolerance, and financial situation. Bass Financial's recommendations include exchange-traded stocks, ETFs, investment-grade corporate bonds, and mutual funds.
Fee Structure
Bass Financial charges an annual fee based on a percentage of the assets they manage. The percentage varies depending on the type of account (taxable or tax-deferred) and the amount invested. The fees are billed quarterly in advance.
For taxable accounts, the fee for equity/balanced accounts ranges from 2.50% on the first $500,000 to 1.30% for amounts between $5,000,001 and $10,000,000. For fixed income accounts, the fee ranges from 1.00% to 0.25% for the same asset ranges.
For tax-deferred accounts, the fee for equity/balanced accounts ranges from 2.50% on the first $250,000 to 1.50% for amounts between $2,500,001 and $10,000,000. For fixed income accounts, the fee ranges from 0.85% to 0.20% for the same asset ranges.