Basepoint Wealth, LLC

Overview

Basepoint Wealth, LLC is an independent registered investment adviser formed in 2017 and organized as a limited liability partnership. The firm serves both individual and family clients as well as institutional accounts, and its advisor-owner structure is listed as individually owned. Beyond investment management, Basepoint provides a mix of advisory and educational services — financial planning, portfolio management for individuals and small businesses, pension consulting, and client-facing publications and seminars. The firm also performs accounting work as part of its business activities. Fee arrangements are flexible: Basepoint charges asset-based fees but also offers hourly and fixed-fee engagements and can accept performance-based compensation in appropriate client relationships. It is not positioned as an active ESG investor, does not describe itself as a multi-state adviser, and is not a capital allocator or affiliated as a related adviser. In 2022 the firm was recognized by Citywire in its list of "50 Growers Across America."

Assets & Accounts

Public Holdings

Investments & Alternatives