Our Process & Fees

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Our Process

1. Define What Matters Most

We’ll help you clarify your goals, like buying a home, saving for retirement, or funding education, and prioritize what’s most important to you.

2. Understand Where You Stand

We’ll review where you are today and how your current actions are moving you toward your goals.

3. Build a Plan Around You

Using everything we’ve learned, we’ll model different strategies and recommend changes across key areas to support your long-term goals.

4. Walk Through Your Plan

We’ll present your customized plan in a way that’s easy to understand, explain key assumptions, and answer your questions every step of the way.

5. Put Your Strategy to Work

If you choose, we’ll help implement the plan, guiding next steps, coordinating with other professionals, and keeping things moving forward.

6. Track Your Progress

We’ll regularly review your plan, monitor key metrics, and recommend updates as life changes or new opportunities arise.

Our Fees

Fees for investment advisory services are based on the size of the portfolio being managed and are as follows:

Up to $999,999: 1.5% annually
$1,000,000 to $1,999,999: 1.25% annually
$2,000,000 to 5,000,000: 1.00% annually
$5,000,001 or more: 0.75% annually

360 Wealth Management provides financial planning services to individuals based on their unique financial goals. Each financial plan provided by our firm is customized based on the specific needs of the client. Updates to each plan are performed on an as needed based as determined by the client. This service is ideal for individuals who do not have ongoing portfolio management needs, those without a comprehensive financial plan, or those seeking an objective review of their existing financial plan. We also provide assistance with special projects as needed.

Fees for financial planning services are based on the estimated amount of time needed to complete the project. Fees range from $3,000 to $10,000 for this service.

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