Capital360Financial offers investment and financial planning services, managing portfolios with a tactical allocation strategy to reduce risk and increase performance. They select investments from various securities and may recommend redistributing allocations, specific stocks, or cash positions. They also evaluate retirement plans, assist with investment policy statements, and provide recommendations for investment selection. Financial planning services include portfolio customization, investment strategies, retirement planning, tax optimization, cash flow analysis, and estate planning.
Assets Under Management$1.8M
Clients15
Advisors1
Avg. per Client$120K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:$50K
Minimum Annual Fee:$3,375
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.45% |
| $30.0M - $40.0M | 0.40% |
| $40.0M - $50.0M | 0.35% |
| $50M+ | 0.30% |
Fees may be negotiated. Minimum annual fee for full service offering is $3375.00.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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