A complete list of active advisors currently associated with BAS Capital Management LLC

Warmer can help you find a great advisor at BAS Capital Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at BAS Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.