Advisery fees are negotiable in exchange for custom service. Asset based compensation is earned based on assets X time, fees are paid quarterly in advance and are refundable (prorated according to the time remaining.) Either client or BASE may terminate service at any time. Fees vary (annual rates) from 0.4% for very large accounts to 1% for very small accounts. A basic fee schedule is as follows: 0.8% of the first $10,000,000 and 0.4% for all in excess of $10,000,000.

When fees are not asset based, they are negotiable in exchange for custom services. Compensation may be based on any of a wide range of factors peculiar to a job including, but not limited to: expense, time, difficulty, risk and value. Such fees may or may not be refundable, as negotiated.

Home >>


©2020 BASE Management Company, All rights reserved.