360 Wealth Consultants offers financial planning and portfolio management services to individuals and business owners. Financial planning covers topics like net worth, cash flow, tax, insurance, retirement, and 401k reviews. Portfolio management creates customized portfolios based on client objectives and risk tolerance. 360 Wealth Consultants may also recommend third-party investment advisors.
Assets Under Management$16M
Clients132
Advisors1
Avg. per Client$120K
Avg. per Advisor$16M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Management fee is negotiable; you may aggregate accounts within the same household to negotiate a lower fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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