360 IRA provides investment management and financial planning services. For investment management, 360 IRA determines investment goals, risk tolerance, and time horizons to create investment strategies. Financial planning covers investments, taxes, retirement income, and Social Security. 360 IRA may recommend third-party managers and receives referral fees from them. Seminars and workshops are also offered to educate the public.
Fee Structure
360 IRA offers investment management services and charges an annual fee based on the value of your portfolio, up to 1%. This fee is negotiable. Fees are billed quarterly. 360 IRA may also recommend third-party managers, in which case you'll pay fees according to the third-party manager's fee schedule. 360 IRA receives a portion of the third-party manager's fee as a referral fee.