Basepoint Wealth, Llc
Cedar Rapids, Iowa
5.0
16 Reviews
Basepoint Wealth, LLC is a reputable local investment advisory firm located in Cedar Rapids, IA. With 19 dedicated employees, they specialize in providing comprehensive investment advisory services to a diverse clientele. Eleven of their skilled professionals are specifically trained in offering expert investment advice. Basepoint Wealth, LLC manages a significant portfolio, averaging approximately $64,180,000 in assets under management per investment advisor. While this falls within the industry average, their team's extensive knowledge and experience allow them to deliver outstanding service and results to their clients. The...
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Assets Under Mgmt

$562M

Investment Professionals

11

Locations

3

% 401K & Individual

41%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Other: TAX & ACCOUNTING
Other Business Activities
Accountant or accounting firm
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