What are you looking for in a financial advisor?

  • Do you want someone who tries to impress you with charts and jargon instead of addressing your concerns in simple terms and easily understood solutions?
  • Do you want a long, wordy financial plan dropped on your kitchen table and forgotten about until the time comes to pay for an updated edition?
  • Do you want a commissioned salesperson working under a sales manager who dictates what products to sell you and who doesn’t get paid unless you buy something?
  • Do you want to enter an advisory relationship without understanding how much your advisor is getting paid?

Of course not. Yet, sadly, that’s exactly what people get when they work with some financial advisors.

At Bass Financial Management, we believe there’s a better approach.

How we’re different

Advisors in our office provide a high level of personalized service that most advisors will not (or cannot)
provide, and we do so in a transparent manner. How transparent?
Here’s what we charge:

Annual advisory fee structure
Account value Advisory fee
$0 to $500,000 1.0%
$500,000.01 to $1,000,000 0.90%
$1,000,000.01 to $2,000,000 0.80%
$2,000,000.01 to $5,000,000 0.50%
$5,000,000.01 to $10,000,000 0.25%
$10,000,000.01 and above 0.10%

Why do we charge a fee on the assets we manage for you? Simply put, if we charge a percentage of your account’s assets, what do we want them to do? We want those assets to grow. What do we NOT want them to do? We do not want them to decrease. While there are no guarantees in investing, our approach illustrates our commitment to helping you succeed because our success is tied to yours.

We put clients’ needs and interests first.  We take time to get to know you, your current financial situation, your hopes and dreams for the future, and any concerns you may face on your journey toward financial success.

We believe in the importance of helping you make educated decisions with a clear understanding of all your options. To do so, we take complex financial concepts and explain them in a way that makes sense.

Put simply, we serve as a partner in helping you pursue your financial dreams.

All investing involves risk including loss of principal. No strategy assures success or protects against loss.