Welcome to BASIS POINT LLC
BASIS POINT LLC is a premier financial advisory firm that specializes in providing expert financial guidance to individuals, families, and businesses. With a team of highly qualified advisors, BASIS POINT LLC aims to help clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Expert financial guidance for individuals, families, and businesses
- Specialized team of advisors
- Achieve financial goals and secure financial future
Facts and Insights
BASIS POINT LLC was founded in 2005 and has been providing top-notch financial services since then. With over 15 years of experience, the firm has a deep understanding of the ever-changing financial landscape and is well-equipped to guide clients through any economic climate.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- Wealth preservation strategies
Client Types
BASIS POINT LLC serves a diverse range of clients, including high net worth individuals, families, and businesses. The firm tailors its services to the unique needs and goals of each client, ensuring a personalized and comprehensive financial plan.
Fees & Compensation
BASIS POINT LLC operates on a fee-only basis, meaning that the firm’s compensation is solely from fees paid by clients. This ensures that the firm’s advice is unbiased and independent, as the advisors do not receive commissions or incentives to recommend certain products or services.
Background
The team at BASIS POINT LLC consists of highly qualified and experienced financial advisors who are dedicated to providing exceptional service to their clients. The firm upholds the highest ethical standards and prides itself on building long-lasting relationships with clients based on trust and transparency.
Financial Advisor Disclosures to Know
As a financial expert, BASIS POINT LLC is required to disclose any potential conflicts of interest or legal issues. The firm holds itself to a strict compliance standard and encourages clients to review its disclosures to better understand its practices.