Founder360° Family Office is a registered investment advisor founded in 2025 and based in Mequon, Wisconsin. The firm specializes in serving founders and owners of closely held businesses, delivering an integrated strategy that combines personal wealth management, financial planning, and business advisory services. Founder360° Family Office offers several service tiers, ranging from comprehensive family office services and standalone business advisory to personal investment management and software-driven planning platforms. The firm's approach integrates business strategy, tax planning coordination, retirement cash flow planning, and estate coordination. Investment management is conducted on a discretionary basis using individual securities, mutual funds, exchange-traded funds, and alternative investments where appropriate. Founder360° Family Office operates as a fee-only firm, meaning it does not accept commissions, referral fees, or product sales compensation, and it is led by founder and Chartered Financial Analyst Luke LaManna.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.30% |
Standalone investment management has a $10,000 annual minimum fee. Fees are negotiable.