361 Financial Planning offers wealth management services, including investment management and ongoing financial planning, to individuals, high net worth individuals, trusts, and estates. Financial planning services include Cornerstone, Comprehensive Planning, Retirement Readiness Assessment, and Retirement Income Planning. Investment strategies are tailored to each client's needs, goals, and risk tolerance. 361 Financial may recommend independent managers and/or internal investment management.
Assets Under Management$5.9M
Clients24
Advisors1
Avg. per Client$250K
Avg. per Advisor$5.9M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.75% |
| $50K - $100K | 2.25% |
| $100K - $225K | 1.75% |
| $225K - $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2M+ | 1.10% |
Fees may be negotiable. SEI Private Trust Company imposes an annual custodian fee of $60 (charged quarterly, in arrears) for accounts with less than $50,000 in balances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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