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BASE WEALTH MANAGEMENT
Tel: 941-203-6040
7301 Merchant Court Suite A
Lakewood Ranch, Florida 34240
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
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
321991
SEC#:
801-126672
No. of Clients:
1931
Assets under Management
$269,917,000
No. of Advisors:
10
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