TEAM-BASED FOCUS
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.
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.
Succession Seeking
Prepare and transition your practice
For those advisors seeking to:
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retire with your clients in good hands
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find and foster a succession plan
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identify and groom a successor
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maximize value for your practice
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retire with a competitive buyout
The typical advisor currently:
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has $75-200M+ in AUM to transition
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operates a fee or commission practice
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works for a broker-dealer or RIA
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is one to five years from retirement
Motivated Mid-Career
Refocus on high-growth opportunities
For those advisors seeking:
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to plug into a true team of experts
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access to succession opportunities
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benefits of a fee-only model
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opportunity for equity partnership
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to focus on what's best for clients
The typical advisor currently:
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has $50-100M+ in AUM to transition
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operates a fee or commission practice
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works for a broker-dealer or RIA
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has a CFP® (or similar) designation
Next-Gen
Grow in a team-based environment
For those advisors seeking:
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to build a sustainable client base
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opportunities through joint work
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a forward-thinking company
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a collaborative environment
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a non-commission focus on service
The typical advisor currently:
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has $10-30M+ AUM to transition
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operates a fee or commission practice
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works for a B/D, RIA or insurance co.
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has a CFP® (or similar) designation
Advisor Focused Solutions
Focus on doing the things you enjoy the most, we'll handle the rest.
