BASEPOINT WEALTH, LLC

RIASEC RegisteredEst. 2017

Total AUM

$884M

Discretionary

$875M

99% of AUM

Avg account

$238K

Accounts

3,715

Employees

Advisory reps

Firm details

Headquarters: CEDAR RAPIDS, Iowa
CRD number: 289538
Registered since: September 29, 2017
Website: www.basepointwealth.com
Custodians: PERSHING LLC, NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI61.25%
Individuals31.58%
Pension & Profit Sharing Plans5.66%
Charitable Organizations1.05%
Corporations / Businesses0.46%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Basepoint Wealth, LLC is an independent registered investment adviser organized as a limited liability partnership and SEC-registered since 2017. The firm serves a mix of individual and family clients alongside institutional relationships and combines financial planning with portfolio management, pension consulting, periodic publications and client education. Its listed business activities include accounting services in addition to advisory work. The firm supports multiple billing arrangements — percentage of AUM, hourly and fixed fees, and performance-based fees — suggesting flexibility in how it structures client engagements. Basepoint notes it is not an active ESG investor and it is not registered as a multi-state adviser. Citywire recognized the firm in 2022 with a "50 Growers Across America" mention.