Finance 180 manages investment portfolios based on your individual needs and goals. They also offer financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Clients with at least $250,000 under management get ongoing financial planning included at no additional cost. Comprehensive financial planning is also available for a monthly/quarterly retainer.
Assets Under Management$1.4M
Clients14
Advisors1
Avg. per Client$99K
Avg. per Advisor$1.4M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Annual fees may be negotiable. Comprehensive Financial Planning is included at no additional charge when assets under management exceed $250,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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