Bason Asset Management

Bason Asset Management is a financial advisory firm based in Lakewood, Colorado, established in 2012 by James Osborne. The firm specializes in providing portfolio management and financial planning services to individuals, families, and ERISA retirement plans. Bason operates as a fiduciary, acting in the best interests of clients, offering services such as investment plan review and selection, model portfolio development, and retirement income planning. The firm's investment strategy is based on the Efficient Market Hypothesis, advocating for passive investing through mutual funds and exchange-traded funds to reduce costs and maximize long-term returns. Bason charges an initial flat fee for portfolio design and setup, ranging from $1,500 to $3,000, and an ongoing annual fee of $5,800 per client or $1,450 per quarter. Clients have the option to pay fees directly or have them deducted from investment accounts. The firm does not charge performance-based fees and does not receive commissions from securities or insurance sales. Bason does not hold custody of client assets, working with a third-party custodian for handling cash and securities. The firm exercises investment discretion over client portfolios, preferring to discuss transactions with clients before execution. Clients receive quarterly performance reports and have access to annual portfolio review meetings. Bason does not compensate outside parties for client referrals and does not engage in directed brokerage practices.