360 Degrees Capital Management provides customized investment management services. They create an investment plan for each client based on their financial situation, risk tolerance, and goals. They manage investments in stocks, bonds, precious metals, REITs, cryptocurrency, ETFs, and mutual funds. 360DCM does not participate in wrap fee programs.
Assets Under Management$15M
Clients65
Advisors1
Avg. per Client$230K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$60K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Family assets from different households may be combined to reduce the fee at the firm’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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