360 Financial offers investment management through its 360 Asset Management service, creating tailored portfolios with various securities. Financial Planning & Consulting is also available, covering areas like retirement, estate, and tax planning. Pension consulting services are offered to employer plan sponsors. The firm also provides educational webinars on various financial topics.
Assets Under Management$570M
Clients832
Advisors9
Avg. per Client$680K
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.60% |
| $200K - $750K | 1.50% |
| $750K - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $15.0M | 0.65% |
| $15M+ | 0.65% |
Fees are negotiable for accounts over $15,000,000. In general, household totals are taken into account when determining a Client’s fee rate. Financial Planning & Consulting services are included in our 360 Asset Management service for no additional fee for accounts with at least $500,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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