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BASEPOINT WEALTH, LLC

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

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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

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

Firm CRD#:

289538

SEC#:

801-111782

No. of Clients:

3881

Assets under Management

$776,175,833

No. of Advisors:

23

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