Basepoint Wealth is a fee-only RIA. We work with multiple custodians depending on client need. Fidelity is our primary custodian for client brokerage assets.

Basepoint Wealth is a fee-only RIA. We do not have a broker-dealer association. All advisory and wealth management services are handled under the RIA.

We have multiple ways in which we work with client-facing advisors depending on their role. We offer competitive salary-bonus model, and a revenue payout model pay structures for advisors.

While our philosophy and processes are consistent, our advisors handle client engagement and relationships in their own way that is a reflection of their clients and their own personalities and needs.

The majority of client assets are managed by our in-house investment team using a data-driven, value-oriented investment philosophy guided by our Seven Principles. Advisors have the ability to customize management for clients when and where it makes sense.

We currently operate offices in Cedar Rapids (our home), Des Moines, Dubuque and Davenport, IA. We are seeking to grow in all 4 markets. Additionally, our digital-heavy platform makes engaging into a new market a possibility at any time.

Basepoint Wealth provides a comprehensive suite of private wealth services to clients. Advisors typically implement a planning-first approach that identifies goals, objectives, and desired outcomes; and then seek to assist clients with related implementation of the plan. For a full list of services that Basepoint offers in-house, please visit our client-facing website: www.basepointwealth.com/who-we-help