369 Financial provides investment advice and financial planning to individuals, families, and businesses. Services include investment management, retirement planning, tax planning, and estate planning. Wealth management clients receive ongoing financial planning. 369 Financial may recommend publicly traded cryptocurrencies through Interactive Brokers.
Assets Under Management$13M
Clients69
Advisors1
Avg. per Client$190K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Wealth Management fees. Fees are negotiable for accounts over $5,000,000.01. Investment Supervisory Services (ISS) fees are different: 1.75% on first $2,500,000, 0.4% on next $2,500,000, and negotiable for $5,000,000.01+.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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