364 Investing, LLC provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. 364 Investing, LLC also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. 364 Investing, LLC primarily recommends mutual funds, equities, and ETFs, with a focus on covered calls and put options for ETFs.
Assets Under Management$2.2M
Clients83
Advisors1
Avg. per Client$26K
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:$2.5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Qualified clients pay 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...