Basepoint Wealth, LLC - Investment Advisers
Investment Adviser headquartered in Cedar Rapids, Iowa · Invest
About Basepoint Wealth, LLC
Basepoint Wealth, LLC is an investment adviser headquartered in Cedar Rapids, Iowa. It reports regulatory assets under management of $883.83 million and has 24 employees. The firm is listed among the investment advisers in Iowa and appears in the wider directory of US investment advisers. The firm operates as a fee-only adviser and states that its advisers act as fiduciaries at all times. Its services include financial planning and investment management, with strategies built around each client's goals and priorities. It serves clients throughout Iowa and also works with clients in other parts of the country remotely. Basepoint Wealth describes its approach as independent and transparent, using a consistent process for wealth management and advice. Its website is basepointwealth.com.
Key Facts
- Assets Under Management
- $883.83M
- Employees
- 24
- SEC File Number
- 801-111782
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