BASEPOINT WEALTH, LLC - Financial Advisor in Iowa, Cedar Rapids

Tel: (319) 826-1898 4144 Golf Street Ne Cedar Rapids, Iowa 52402

About BASEPOINT WEALTH, LLC

BASEPOINT WEALTH, LLC is a Cedar Rapids, Iowa based financial advisory firm with nearly $776,175,833 in assets under management and provides investment advisory services for 3881 clients. There are currently 23 financial advisors at the firm.

General Information

Firm CRD#:

289538

Firm SEC#:

801-111782

Assets Under Management:

$776,175,833

No. of Clients:

3881

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops
Other (TAX & ACCOUNTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

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