How does the advisor help clients – Key Takeaways:
At 360 ADVISORY, our team of financial experts provides comprehensive guidance and support to help clients achieve their financial goals. Our personalized approach allows us to tailor our services to each client’s unique needs, ensuring that they receive the best possible financial advice. Here are some key takeaways on how we help our clients:
- We offer a wide range of financial services, including investment management, retirement planning, tax planning, and more.
- Our team of advisors has extensive experience and knowledge in the financial industry.
- We work with various client types, including individuals, families, and businesses.
- We strive to provide transparent and honest communication with our clients.
Facts and Insights
360 ADVISORY has been helping clients achieve their financial goals for over 20 years. Our team has managed assets of over $1 billion and has a success rate of 98% in meeting our clients’ financial objectives. We believe in continuously educating ourselves to provide the best possible advice to our clients. Here are some additional insights about our firm:
| Assets Under Management | $1 billion |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20 years |
Financial Services Offered
At 360 ADVISORY, we offer a wide range of financial services to help clients build and manage their wealth. Our services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Debt management
Client Types
We work with a diverse range of clients, including:
- Individuals
- Families
- Businesses
Fees & Compensation
At 360 ADVISORY, we believe in transparent and fair compensation for our services. We charge a fee based on a percentage of assets under management, meaning our interests are aligned with our clients’ success. We do not receive any commissions or compensation from third-party products, ensuring our advice is unbiased and in the best interest of our clients.
Background
360 ADVISORY was founded in 2000 with a mission to provide personalized and comprehensive financial guidance to our clients. Our team has over 100 years of combined experience in the financial industry, and we continuously educate ourselves to stay updated on the latest trends and strategies. We are dedicated to helping our clients achieve financial success and peace of mind.
Financial Advisor Disclosures to Know
At 360 ADVISORY, we believe in transparent and honest communication with our clients. We want our clients to have all the necessary information to make informed decisions. Here are some important disclosures to note:
- Our advisors have no legal or disciplinary actions against them.
- We have no disclosures of bankruptcies or criminal activities.
- We do not have any affiliations with third-party products, ensuring our advice is unbiased.
- We maintain liability insurance coverage to protect our clients’ interests.