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Francis Hogle III

Advisor at Base Management Co

Updated today
Base Management Co logo

Firm

Base Management Co

Location

Towson, MD 21204

Credentials

Series 63, Series 65

Industry experience

35 years

About

Francis Hogle is a financial advisor with Base Management Co in Towson, MD, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He operates as the sole advisor at an independent firm. Base Management Company provides discretionary investment supervisory services for U.S. individuals, trusts, charitable organizations, and corporations. The firm employs an actively managed, value-oriented investment approach that combines fundamental and technical analysis, serving a variety of account types with an emphasis on diversification and fiduciary roles such as trustee or personal representative.

Client services

Based on Base Management Co

Portfolio management

Expertise

Based on Base Management Co

Active portfolio management

Fee options

Fixed

Negotiable fixed fees for consultative/custom services, terms vary by contract

Percentage

$0 - $10,000,000: 0.8% $10,000,000+: 0.4%

Project-based

$100 to $500 per hour, typically charged in arrears

Location

1107 Kenilworth Drive, Suite 206

Towson, MD 21204

Most active in

Maryland

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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