Anna Stratton
Anna Stratton is a CFP-designated registered investment advisor at Three Sixty Wealth Management, LLC, based in Ringoes, NJ, with 9 years of industry experience. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 186 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Wealth management fees range up to 1.50% annually, depending on account complexity, level of assets, portfolio restrictions, and overall relationship size. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
Ringoes, NJ
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Three Sixty Wealth Management, LLC
Previous Registrations
Empower Financial Services, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Foresters Equity Services, INC.Broker
Ameritas Investment CORP.Broker
Harris Investorline INC.Broker
Banc One Securities CorporationBroker
Mutual Service CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.