360 Financial Partners offers asset management, financial planning, and retirement plan services. Asset management involves ongoing supervision of client accounts. Financial planning includes written plans covering investment, retirement, insurance, tax, education, and estate planning. Retirement plan services are offered to plan sponsors and participants. 360 Financial Partners also offers variable sub-account management services.
Assets Under Management$210M
Clients292
Advisors3
Avg. per Client$710K
Avg. per Advisor$69M
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Fee Structure
Minimum Investment:$15K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 2.00% |
| $1M+ | 2.00% |
Fees are negotiable. Tickets are charged separately by the qualified custodian.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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