360 Aviation Advisors manages investment portfolios and provides financial planning services covering investment, estate, and retirement planning. They work with individuals and high net-worth individuals. Financial plans are monitored quarterly, with semi-annual reviews to ensure accuracy and appropriateness. Clients with over $3,000,000 in assets under management receive ongoing financial planning at no additional cost.
Assets Under Management$7.1M
Clients22
Advisors1
Avg. per Client$320K
Avg. per Advisor$7.1M
Fee Structure
Planning is included in investment management (also available separately)
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% |
Annual fees are negotiable. Clients with more than $3,000,000 in Assets Under Management receive Ongoing financial planning at no additional cost.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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