PARTNER WITH A TEAM

You likely became an advisor because you enjoy working with clients to provide them with the best possible advice and service.  Over time, you've likely had to take on more management and operations duties that distract you from what you enjoy doing most.

At Basepoint Wealth, we believe that a team of high quality, professional advisors is at the core of the client relationship, and we want members of our team to be able to spend their time focused on doing the parts of the job that they enjoy most.   We are always on the look-out for experienced professionals who are seeking a "better way" of doing business for their clients.

Business Meeting

Multi-generational Success

For over 20 years the team behind Basepoint Wealth has successfully managed the planning, identification, acquisition, and transition of advisors and their clients. 

 

Not already fee-only?  Don't worry, we have extensive experience in transitioning advisors not only to a new firm, but to a more future-focused business model.

Professionals
Succession Seeking

Prepare and transition your practice

For those advisors seeking to:

  • retire with your clients in good hands

  • find and foster a succession plan

  • identify and groom a successor

  • maximize value for your practice

  • retire with a competitive buyout


The typical advisor currently:

  • has $75-200M+ in AUM to transition

  • operates a fee or commission practice

  • works for a broker-dealer or RIA

  • is one to five years from retirement

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Motivated Mid-Career

Refocus on high-growth opportunities

For those advisors seeking:

  • to plug into a true team of experts

  • access to succession opportunities

  • benefits of a fee-only model

  • opportunity for equity partnership

  • to focus on what's best for clients


The typical advisor currently:

  • has $50M+ in AUM to transition

  • operates a fee or commission practice

  • works for a broker-dealer or RIA

  • has a CFP (or similar) designation

Stang-up Meeting
Next-Gen

Grow in a team-based environment

For those advisors seeking:

  • to build a sustainable client base

  • opportunities through joint work

  • a forward-thinking company

  • a collaborative environment

  • a non-commission focus on service


The typical advisor currently:

  • has $10-30M+ AUM to transition

  • operates a fee or commission practice

  • works for a B/D, RIA or insurance co.

  • has a CFP (or similar) designation

Advisor Focused Solutions

Focus on doing the things you enjoy the most, we'll handle the rest.

Investments & Solutions

Principles-driven, common sense investment strategies built from our planning & solutions focused wealth management process.

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M&A and Succession

Prepare for the future of your practice with dedicated support focused on mergers and acquisition.

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Compliance

Support and guidance instead of bureaucracy and obstruction.  Efficient, effective, and responsive to keep you protected.

Team Assistance
Technology

Leverage industry-leading technology solutions to deliver a more robust client experience and a more seamless workflow.

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Ready to explore how your practice might benefit from partnering with Basepoint?