BAS Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
BAS Capital Management serves individuals, business entities and trusts with project-based financial planning, portfolio review services, and consultation. Offerings include comprehensive fixed-fee financial plans, non-continuous portfolio reviews, retainer consulting, and divorce financial planning or financial-neutral services to support settlement work and document preparation.
The firm’s investment approach emphasizes long-term, buy-and-hold allocations using low-cost, no-load mutual funds, ETFs and government bonds, with asset allocation and tax consequences considered when recommending changes. BAS tailors recommendations through interviews and questionnaires, provides written allocation analyses and trade lists, and does not accept discretionary trading or custody of client assets — clients implement trades themselves.
What is noteworthy about BAS is its fee model and service focus: it typically charges fixed project fees and hourly rates rather than percentage-of-assets-under-management fees, and structures many engagements as limited-scope or one-time projects. The brochure also highlights that the advisor routinely recommends other professionals for implementation and brings experience facilitating peer networking and educational forums, which complements its collaborative and referral-oriented practice.
Client services
Financial planning
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Retirement income strategy
Income planning
Roth conversion strategy
Divorce financial planning
Cash flow / budgeting
Fee options
Flat fees for financial planning generally range from $3,000 to $10,000; retainer fees range from $1,000 to $5,000; Divorce Financial Planning fixed fees generally range from $1,000 to $5,000.
Hourly rates generally range from $200 to $300 per hour.
Fee-only: Fixed fees generally range from $1,000 to $10,000 depending on service; hourly fees range from $200 to $300 per hour.
Main office location
BAS Capital Management LLC
Moultonboro NH, United States
Number of offices
1
Most active in
BAS Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Quick links
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