Wealth 360, LLC is an investment advisory firm based in Buford, Georgia, providing financial planning, portfolio management, and retirement plan consulting services. Founded in 2006 and owned by Christopher T. Staples, Wealth 360 helps clients by designing customized investment plans and managing portfolios. The firm offers comprehensive financial planning covering areas such as estate planning, risk management, budgeting, retirement planning, and education funding. Wealth 360 manages client portfolios on a discretionary basis, meaning they make day-to-day investment decisions on the client's behalf based on agreed-upon strategies. The firm primarily invests client assets in mutual funds, exchange-traded funds, individual stocks, and individual bonds, utilizing long-term purchasing strategies. In addition to individual wealth management, Wealth 360 provides sub-advisory services to other investment professionals and consulting services for retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are calculated using average daily account balance and billed quarterly in arrears. Minimum annual fees apply based on engagement complexity. Fees may be negotiated at the firm's discretion.