360 Degrees Capital Management offers customized portfolio management services tailored to each client's unique financial situation, goals, risk tolerance, and tax considerations. 360 Degrees Capital Management builds an Investment Policy Statement for every client to guide asset allocation and security selection. The firm generally focuses its investment advice on stocks, bonds, Treasury Inflation-Protected Securities, senior loans, Treasury bills, precious metals, real estate investment trusts, cryptocurrency, exchange-traded funds, and mutual funds. Investment strategies are focused on the long term, utilizing fundamental, technical, quantitative analysis, and modern portfolio theory. All client accounts are managed directly by Brett Edward Igoe, and assets are held in custody at Charles Schwab & Co., Inc. 360 Degrees Capital Management acts with a legal duty to put client interests first and does not charge performance-based fees or participate in wrap fee programs.
Fee Structure
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.