Three-Sixty Wealth Management provides investment management, portfolio design, and financial planning services. They work with clients to understand their financial situation, goals, and risk tolerance. They may use third-party investment managers. Financial planning covers investment, retirement, estate, tax, education, real estate, and insurance planning.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee charged for wealth advisory services will not exceed 2.00%. Any fees charged for third-party manager services shall be in addition to our advisory fees. The combined fee for a client between the Firm’s advisory fee and the third-party investment fee will never be greater than or equal to 3.0% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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