Base Management Co
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Overview
Base Management Co operates as an advisory company based in Towson, Maryland. Base Management Co has $95.0 million in assets under management throughout 38 client accounts. The company has a small group, including 1 financial advisor. Base Management Co is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal investments such as equities, options and bonds.
Base Management Co administers more than half of its client assets in a discretionary manner. Discretionary management signifies that an investment advisor makes buy and sell judgments for the client's account without requiring client approval. It also oversees 10 non-discretionary accounts totaling $45.6 million in AUM. The company administers an average of $2.5 million in assets for every customer account. The typical advisor at Base Management Co manages around 38 client accounts, making it about average in terms of personalization.
The firm's main office is located at 600 Baltimore Avenue, Towson, Maryland 21204. The firm is legally permitted to provide services to customers throughout a few states, including Maryland and North Carolina.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Base Management Co by the Numbers
$95.0 million
1
38
$2.5 million
Fee Structure
Fees charged by financial advisors depend on which services are offered. Fees billed by the company most likely consist of some blend of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It works with retail investors, high net worth investors, charitable organizations and corporations. Out of its 38 customers, Base Management Co's largest client type by number of accounts is high net worth investors, although it also manages money for 30 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 69.77%
- Other Individuals - 23.26%
- Corporations - 2.33%
- Charitable Organizations - 4.65%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Base Management Co does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Base Management Co
Towson, MD
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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