A complete list of active advisors currently associated with Basepoint Wealth, LLC

Warmer can help you find a great advisor at Basepoint Wealth, LLC or one who fits your needs even better.

Basepoint Wealth, LLC provides customized investment management, financial planning, and consulting to high‑net‑worth individuals, families, trusts, estates, businesses, and pension plans. The firm offers discretionary portfolio management alongside separately billed planning engagements and a wrap‑fee program that combines transaction costs with the advisory fee. Basepoint’s investment approach is primarily long‑term focused but may include frequent trading or tactical reallocations when consistent with a client’s objectives; portfolios are constructed using mutual funds, ETFs, individual equities and fixed‑income after an internal due‑diligence process. The firm typically manages accounts on a discretionary basis and makes performance‑based fee arrangements available to Qualified Clients (including an annual management fee plus up to 20% of capital appreciation with a high‑water mark and specified asset/net‑worth thresholds). Distinctive features disclosed in the brochure include an affiliation with Basepoint Tax & Accounting, LLC—acquired by the firm in 2021 and operated in part by certain managing members—which creates potential referral and conflict considerations and provides discounted accounting services to clients who choose them. Basepoint also sponsors a wrap fee program, receives institutional software and support from custodians such as Fidelity and Pershing, and discloses limited custody practices (including authorization to deduct fees and maintain client payment credentials) that are subject to an independent surprise audit.

To learn more about the advisors currently working at Basepoint Wealth, 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.