Assets Under Management
$159.2M
Number of Clients
288
Number of Advisors
3
Average Client AUM
$553K
AUM per Advisor
$53.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
360 Financial Partners offers asset management, financial planning, and retirement plan services. Asset management involves ongoing supervision of client accounts. Financial planning covers investment, retirement, insurance, tax, education, and estate planning. Retirement plan services are offered to plan sponsors and participants.
1081 Johnnie Dodds Blvd., Ste 100, Mount Pleasant, SC, 29464