Basa Advisors
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Overview
Basa Advisors operates as a financial advisory firm that has its headquarters in Dallas, Texas. The firm oversees $141.0 million in assets under management over two client accounts, placing it in the mid-tier of investment advisory firms in the nation by assets under management (AUM). It has a small team, including 6 financial advisors. Basa Advisors is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments such as options, stocks and bonds.
Basa Advisors administers all of its accounts on a discretionary basis. Discretionary management means that buy and sell decisions are made by a portfolio manager without requiring the client's approval. The firm supervises an average of $70.5 million in assets for every account. An average advisor at Basa Advisors administers fewer than one client account, placing it among the most individualized financial advisor firms in the country.
Basa Advisors's central office is located at 14875 Landmark Boulevard, Dallas, Texas 75254. The company is registered to serve clients in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Basa Advisors by the Numbers

$141.0 million

17

2

$70.5 million
Fee Structure
A financial advisor's fees vary depending on which services the firm provides the client. Fees billed by Basa Advisors most likely include any blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Basa Advisors provides services to pooled investment vehicles. Out of its two customers, Basa Advisors's biggest client type is pooled investment vehicles. None of the company's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* 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
Basa Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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