Wealth 360, LLC offers financial planning and investment management services. They work with clients to understand their financial situation and goals, then develop a financial outline and investment plan. Wealth 360 manages investment portfolios on a discretionary basis, meaning they can make trades without asking you first. They also offer sub-advisory services to other investment professionals.
Assets Under Management$69M
Clients131
Advisors2
Avg. per Client$530K
Avg. per Advisor$34M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Wealth 360 imposes a minimum annual fee based on the complexity of the engagement. The maximum advisory fee is capped and disclosed in the advisory agreement. The fee cap was established in 2025 and will be adjusted annually based on changes in the Consumer Price Index (CPI) or Personal Consumption Expenditure (PCE).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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