FC360 Wealth Management provides investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. FC360 offers personalized investment management through various platforms, including Full Circle 360, Tactical Investment, and Low-Cost Indexing. Financial planning covers areas like net worth, income taxes, cash flow, investments, retirement, estate planning, and insurance.
Assets Under Management$130M
Clients365
Advisors1
Avg. per Client$350K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Planning is included in investment management
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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