BASEPOINT WEALTH, LLC

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

About BASEPOINT WEALTH, LLC

BASEPOINT WEALTH, LLC, formally registered with the SEC as BASEPOINT WEALTH, LLC. The firm was established in 09/29/2017. They have over 4 offices throughout the country.

BASEPOINT WEALTH, LLC is a Cedar Rapids, Iowa based Financial Planning firm with nearly $776,175,833 assets under management, offering retirement planning & investment advisory services to 3881 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289538
SEC#	801-111782
Assets Managed by Firm	$776,175,833
No. of Clients	3881
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

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)

Firm Client Information

	No. of Clients	AUM
Firm Total	3881	$776,175,833
Individuals (other than high net worth individuals)	981	$259,495,273
High net worth individuals	234	$433,762,624
Pension and profit sharing plans	13	$73,041,208
Charitable organizations	2	$6,429,033
Corporations or other businesses	4	$3,447,695

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