180 Wealth Advisors offers investment advisory services to individuals and other clients. The firm provides portfolio management services with the option of financial planning or consulting. They work with clients to understand their financial situation, goals, and risk tolerance, and then create an investment strategy using various securities. 180 Wealth also offers retirement plan consulting services to employer plan sponsors.
Assets Under Management$1.4B
Clients1,350
Advisors3
Avg. per Client$1M
Avg. per Advisor$450M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable for accounts over $10,000,000. The fee from the previous tier was used since the fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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