360 Wealth Creation is a registered investment advisor founded in 2025 and based in Austin, Texas, led by founder and Chief Compliance Officer Autumn Lax. 360 Wealth Creation specializes in providing comprehensive wealth management services, which include continuous investment portfolio supervision tailored to individual client goals, risk tolerances, and tax considerations. The firm builds portfolios primarily using stocks, bonds, mutual funds, exchange-traded funds, government and municipal securities, and cash equivalents, and can incorporate socially responsible investing preferences upon request. In addition to investment management, 360 Wealth Creation offers holistic financial planning covering retirement planning, tax strategies, cash flow and debt management, estate planning, employee benefits optimization, college savings, and risk management. The firm operates on a fee-only basis, ensuring that its compensation comes solely from client fees rather than commissions or product sales, and is legally required to act in your best interest at all times.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Charges 1% annually on assets under management, paid quarterly in arrears. Fees are negotiable and may vary by client.