Three Sixty Wealth Management, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Three Sixty Wealth Management offers comprehensive wealth management services, including investment management and financial planning. Financial planning covers areas like retirement, education savings, and insurance needs. They also provide custom consulting services for families and businesses, focusing on areas like estate management, tax optimization, and business transition planning.
Assets Under Management$150M
Clients166
Advisors4
Avg. per Client$930K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Three Sixty Wealth Management's fees for wealth management are based on a percentage of your portfolio's value, ranging up to 1.50% annually. The exact percentage depends on the complexity of the services, the amount of assets managed, and your overall relationship with the firm. Fees are paid quarterly in advance.
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