Basalt Wealth provides customized investment management and financial planning services for individuals and small businesses. The firm focuses on long-term capital appreciation by investing in U.S. equities, options, and exchange-traded funds. Basalt Wealth emphasizes a patient, disciplined investment approach inspired by long-term holding strategies. In addition to portfolio management, the firm assists clients with budgeting, savings, retirement planning, and estate planning. Basalt Wealth tailors its services to meet individual financial goals and risk tolerances, and accommodates client restrictions on specific securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are negotiable based on service scope and portfolio size. Qualified clients may alternatively choose performance-based fee structures.