Three Sixty Wealth Management, LLC
Three Sixty Wealth Management offers comprehensive wealth management services, which include personalized financial planning and consulting combined with discretionary investment management. Three Sixty Wealth Management builds custom portfolios aligned with each client's goals, risk tolerance, and financial situation, utilizing fundamental analysis and long-term investment strategies. In addition to investment management, the firm provides guidance on retirement planning, personal savings, education funding, insurance needs, tax-related strategies, estate planning, and specialized consulting for business owners regarding capital solutions and business transitions. Three Sixty Wealth Management typically requires a minimum relationship size of $1,000,000, though the firm may waive this requirement at its discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Wealth management fees range up to 1.50% annually, depending on account complexity, level of assets, portfolio restrictions, and overall relationship size. Fees are negotiable at the firm's discretion.