Base Planning is a registered investment advisor founded in March 2023 and principally located in Massachusetts. Base Planning offers personalized investment management and ongoing financial planning services to individuals and high-net-worth individuals. The firm utilizes Modern Portfolio Theory and fundamental analysis to build customized portfolios consisting of stocks, mutual funds, and exchange-traded funds. In addition to portfolio management, Base Planning provides holistic financial planning covering retirement projections, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance analysis, business consulting, and tax planning strategies. Base Planning operates as a fee-only firm, meaning they are compensated solely by client fees and do not accept commissions or product sales compensation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $6.0M | 0.85% |
| $6.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable and accounts of members of the same household may be aggregated.