B365Invest LLC is a fee-only registered investment advisor. B365 provides investment management services, creating and managing portfolios based on clients' individual needs and goals. B365 also offers financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. B365 may utilize outside managers to assist with the management of client accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable. The annual advisory fee is paid quarterly in advance based on the average daily balance of the Client’s account(s). The advisory fee is a blended tier. If B365 utilizes an Outside Manager, the above fee schedule includes the Outside Manager’s fee.