Basepoint Wealth, LLC

RIASEC RegisteredEst. 2017

Total AUM

$884M

Discretionary

$875M

99% of AUM

Avg account

$238K

Accounts

3,715

Employees

Advisory reps

Firm details

Headquarters: Cedar Rapids, Iowa
CRD number: 289538
Registered since: September 29, 2017
Website: www.basepointwealth.com
Custodians: PERSHING LLC, NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI61.25%
Individuals31.58%
Pension & Profit Sharing Plans5.66%
Charitable Organizations1.05%
Corporations / Businesses0.46%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Basepoint Wealth, LLC is an independent registered investment adviser formed in 2017 that serves both individual/family and institutional clients. The firm operates as a limited liability partnership with an owner-managed structure and provides a mix of financial planning, portfolio management for individuals and small businesses, pension consulting, and investor education through publications and workshops. It also lists accounting among its business activities. Fee arrangements are flexible: the firm charges percentage-of-AUM fees but also uses hourly, fixed-fee, and performance-based billing depending on the engagement. Basepoint does not position itself as a capital allocator and is not an active ESG investor. The firm received a 2022 Citywire mention as one of "50 Growers Across America," reflecting recognition in that outlet.