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The fee is billed in advance or in arrears and is negotiable.","source":"BASE WEALTH MANAGEMENT BROCHURE, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Base Wealth Management use?","answer":"Base Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (West Lake, TX), with $199M and National Financial Services LLC (Boston, MA), with $74.2M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Base Wealth Management have?","answer":"Base Wealth Management has 9 investment adviser representatives registered with state securities authorities, out of 15 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Base Wealth Management invest in?","answer":"At the end of its last fiscal year, Base Wealth Management’s separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 3% pooled vehicles (private funds and similar) and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Base Wealth Management?","answer":"Base Wealth Management’s direct owner is Daniel Dilascia (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Base Wealth Management get paid?","answer":"Base Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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