Basalt Wealth Inc. advises clients on long-term investment strategies, primarily in the U.S. stock market. Services include financial planning, portfolio management for individuals/small businesses and pooled investment vehicles, pension consulting, and security ratings. They emphasize a disciplined, patient approach to investing for long-term capital appreciation, encouraging clients to be long-term shareholders in great companies.
Assets Under Management$500K
Clients14
Advisors2
Avg. per Client$36K
Avg. per Advisor$250K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1.0M - $4.0M | 1.00% |
| $4M+ | 0.50% |
Fees are highly negotiable depending on the scope and complexity of the services provided and the total assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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