360 Aviation Advisors manages tailored investment portfolios and offers ongoing financial planning for individuals, high net-worth individuals, and retirement plans. The firm uses Modern Portfolio Theory and primarily practices passive investment management through index mutual funds and exchange-traded funds. Services cover cash flow and debt management, education planning, estate planning, financial goals, insurance planning, investment planning, retirement planning, risk management, and tax planning strategies. Clients with more than $3 million in the value of their portfolio receive ongoing financial planning at no additional cost. 360 Aviation Advisors also partners with Vincere Tax to provide tax preparation services, with fees waived for clients maintaining $600,000 or more in assets managed by the firm.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $8.0M | 0.50% |
| $8M+ | 0.35% |
Fees are negotiable. Clients with over $3,000,000 in assets managed by the firm receive ongoing financial planning at no additional cost.