Bason Asset Management

Smarter Portfolios. Sensible Fees.

Financial planner in Lakewood, CO (show on map)

5.0

★★★★★

2 reviews

Bason Asset Management is a flat-fee-only asset management firm in Lakewood, CO serving clients throughout the metro Denver area and across the country.

Call (720) 446-8555

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About

Bason Asset Management is a flat fee only asset management and comprehensive financial planning firm offering tax efficient and cost-effective portfolio management based in Lakewood, Colorado just west of downtown Denver. The firm serves clients locally and across the country.

Bason was created from a conversation about whether they do $30,000 worth of work for a client with a $1M portfolio — leading to the recognition that percentage-of-assets fees become excessive. The name 'Bason' is an obsolete English word referring to the weigh pan of a balance scale, evoking fairness and equity.

Flat annual retainer fee ($5,800/year) — same fee regardless of portfolio size

Passive/index investment philosophy

Registered Investment Advisor with fiduciary duty

No revenue sharing with recordkeepers, TPAs, investment companies, or custodians

Founded in 2012 by James Osborne, CFP

Published in Wall Street Journal, Motley Fool, Investment News, Morningstar, Money magazine, Business Insider

Services

Financial Planning

Comprehensive financial planning including retirement income planning, intergenerational asset transfers, college savings, life insurance review, charitable gift planning, and integrated tax planning.

Retirement income planning Intergenerational transfers College savings Life insurance review Charitable planning Tax planning

Investment Management

Investment management services including investment policy statement development, discretionary asset management, quarterly performance reporting, portfolio rebalancing, and tax loss harvesting.

Investment Policy Statement Discretionary management Portfolio rebalancing Tax loss harvesting

Retirement Plan Services

Fiduciary investment advisory services to 401(k), Profit Sharing and Defined Benefit retirement plans under a flat fee structure.

401(k) advisory Profit sharing plan services Defined benefit plan services Investment selection Plan compliance support

Credentials & Certifications

Registered Investment Advisor

CFP (James Osborne)

CFP (McKenzie Ebbesen)

MBA in Investment Management (James Osborne)

Reviews

Rating

★★★★★

Reviews

"He has kept us steady during questionable financial times."

Frequently Asked Questions

What services are included in the retainer fee? +

For the $5,800 annual retainer, Bason provides full service financial planning (retirement income, intergenerational transfers, college savings, life insurance, charitable giving, integrated tax planning) and investment management (investment policy statement, discretionary management, quarterly reports, portfolio rebalancing, tax loss harvesting).

How is Bason's fee structure different? +

Bason uses a flat annual retainer fee ($5,800 per year per client relationship) instead of the traditional percentage of assets under management. This means clients with larger portfolios pay the same fixed fee as clients with smaller portfolios, ensuring fair treatment regardless of portfolio size.

Where is Bason Asset Management located? +

Bason is located at 355 S Teller St Suite 200, Lakewood, CO (just west of downtown Denver) and serves clients throughout the Denver metro area and across the country via video conferencing and traditional communications.