Jason Marion
Jason Marion is a registered investment advisor at Three Sixty Wealth Management, LLC, based in Bloomington, IL. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 166 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Three Sixty Wealth Management's fees for wealth management are based on a percentage of your portfolio's value, ranging up to 1.50% annually. The exact percentage depends on the complexity of the services, the amount of assets managed, and your overall relationship with the firm. Fees are paid quarterly in advance.
Location
1702 Tullamore Ave, Suite B, Bloomington, IL, 61704
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Regulatory History (2)
Regulatory
January 2015Regulatory
October 2013Employment History
Current Registrations
Three Sixty Wealth Management, LLC
State Registrations1 state
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