Louis Barrientos
Louis Barrientos is a registered investment advisor at Fc360 Wealth Management, INC., based in Roseville, CA, with 22 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 365 clients with $130M 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 | 0.85% |
Fee is for the Low Cost Indexing Platform. The Full Circle 360 Platform & Tactical Investment Platform charge 1.00% annually, with an additional 0.20% for an options overlay.
Fee Estimator
Location
1508 Eureka Road, Suite 145, Roseville, CA, 95661
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Louis is a licensed life and health insurance agent in California since 2015, spending minimal time on it. He is also a licensed tax preparer and owner of FC360 Tax Services, LLC, dedicating about 10-20% of his time, and a managing member of FC360 Insurance Agency, LLC, spending minimal time.
Employment History
Current Registrations
Fc360 Wealth Management, INC.
Previous Registrations
Placer Summit Financial Group, LLC
Charles Schwab & CO., INC.
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.