365 Wealth Management Group offers investment management to individuals, high net worth individuals, and retirement plans. They also provide financial planning services at an hourly rate or as part of asset management. 365 Wealth Management Group operates a Turnkey Asset Management Platform (TAMP) for other advisors. They may recommend other advisors and their investment models.
Assets Under Management$180M
Clients415
AdvisorsN/A
Avg. per Client$440K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees negotiable for accounts over $3,000,001. Firm also offers a performance-based fee structure of 0% monthly management fee and up to 20% of profits annually, subject to a High Watermark Rule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.