Dari Basore
Advisor at Pinion Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Pinion Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Wichita, KS 67206
Credentials
Series 63, Series 65
Industry experience
24 years
Dari Basore is a financial advisor with Pinion Wealth Management, LLC in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Inc. and Securities America, Inc., and he has been involved with Pinion Investment Advisors, LLC and Pinion Insurance Agency, LLC since 2005. Pinion Wealth Management provides personalized investment advisory services to individuals, trusts, estates, and retirement plan sponsors, utilizing a range of analysis methods and a combination of model portfolios, sub-advisors, and the AssetMark platform to implement client investment strategies. The firm is distinct in its ownership by a CPA firm and its integration of broker-dealer activities and retirement-plan consulting.
Based on Pinion Wealth Management, LLC
Based on Pinion Wealth Management, LLC
Fixed fees for consultation and investment policy preparation range from $500 to $10,000, negotiable
$0 - $250,000: Negotiable, up to 2.25% $250,000+: Negotiable, generally decreasing with asset size, up to 2.25%
Representatives may earn commissions from securities and insurance sales; may waive or reduce advisory fees by amount of commissions received
Performance fees may be charged by GoalVest affiliated private investment funds, separate and in addition to PWM fees
Account minimum: $50,000 for PWM Program Asset Allocation System accounts; $250,000 for Private Managed accounts (exceptions may be granted) Fee-only: Financial consulting and investment policy preparation fees range from 0.0% to 2.25% as percentage of assets under advisement or fixed fees from $500 to $10,000 (negotiable)
1605 N Waterfront Parkway, Ste 200
Wichita, KS 67206
California · Kansas · Mississippi · Missouri · Montana · Texas
Purshe Kaplan Sterling Investments, Inc
2018 - Present (8 years)
Securities America, inc.
2005 - 2018 (13 years)
PINION INVESTMENT ADVISORS, LLC d/b/a KCoe Wealth Management
2005 - Present (21 years)
Pinion Insurance Agency, LLC
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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