Basilic LLC provides ongoing portfolio management based on individual client goals and risk tolerance. They also offer specialized Bitcoin financial services, including secure storage and education. Basilic may direct clients to third-party investment advisors. They offer pension consulting services and financial planning services covering various aspects like retirement, tax, and estate planning. Investment advice is generally limited to mutual funds, fixed income, real estate funds, equities, ETFs, bitcoin, commodities, hedge funds, private equity funds, venture capital funds, and non-U.S. securities.
Assets Under Management$1.8M
Clients22
Advisors1
Avg. per Client$84K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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