360 Business Management refers clients to third-party asset managers. They gather information about your financial situation and investment goals to determine your risk profile and recommend suitable asset management programs. 360 Business Management receives compensation for these referrals, which creates a potential conflict of interest. They also offer business management services, including assistance with major purchases and royalty management.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are not negotiable. 360 Business Management receives compensation for introducing clients to third-party asset managers and for certain ongoing services provided to clients. This arrangement creates a conflict of interest.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...