360 Wealth Creation is a registered investment advisor that provides wealth management and financial planning services. Wealth management includes investment advice based on individual client needs, focusing on stocks, bonds, mutual funds, ETFs, and government securities. Financial planning involves evaluating a client's current and future financial state, covering areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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