BASE WEALTH MANAGEMENT
Tel: 941-203-6040 7301 Merchant Court Suite A Lakewood Ranch, Florida 34240
About BASE WEALTH MANAGEMENT
BASE WEALTH MANAGEMENT is a Lakewood Ranch, Florida based financial advisory firm with nearly $269,917,000 in assets under management and provides investment advisory services for 1931 clients. There are currently 10 financial advisors at the firm.
General Information
Firm CRD#:
321991
Firm SEC#:
801-126672
Assets Under Management:
$269,917,000
No. of Clients:
1931
No. of Advisors:
10
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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