How Does the Advisor Help Clients – Key Takeaways:
360 Degrees Capital Management LLC is a trusted and experienced financial advisor that specializes in providing comprehensive wealth management services to its clients. With a team of highly qualified advisors, the firm helps clients achieve their financial goals through strategic planning, investment management, and personalized solutions. In this article, we’ll discuss key takeaways that highlight how the advisor helps its clients.
Facts and Insights
Founded in 2005, 360 Degrees Capital Management LLC has been operating for over 16 years. The firm is headquartered in New York City and has a proven track record of success. According to publicly available data, the firm has $800 million in assets under management, with a team of 10 advisors serving its client base of high net worth individuals and families.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $800 million | 10 | 16+ years |
One of the key metrics used to evaluate the success and stability of a financial advisor is its assets under management (AUM). 360 Degrees Capital Management LLC’s impressive AUM figure is a testament to its capabilities and client satisfaction. Additionally, the firm’s team of 10 advisors adds value through their diverse expertise and experience, providing clients with a well-rounded approach to wealth management. With over 16 years in business, the firm has weathered various market conditions and has consistently delivered results for its clients.
Financial Services Offered
The firm offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, risk management, and business succession planning. These services are tailored to each client’s unique circumstances, ensuring a personalized approach to wealth management.
Client Types
360 Degrees Capital Management LLC serves a select number of high net worth individuals and families. The firm takes a personalized and detail-oriented approach to understand each client’s specific needs, goals, and risk tolerance. This allows the advisor to develop customized solutions and provide ongoing support to help clients achieve their financial objectives.
Fees & Compensation
The firm’s fees and compensation structure are transparent and clearly outlined to clients. The firm follows a fee-only model, which means they do not receive commissions or other compensation from third-parties. This ensures that the advisor’s interests are aligned with the client’s best interests, providing a conflict-free relationship.
Background
360 Degrees Capital Management LLC was founded by a team of financial industry veterans, each with years of experience in wealth management. The firm’s leaders have a wealth of expertise in various financial disciplines, allowing the firm to offer comprehensive services to its clients. The team is committed to providing exceptional service and building long-term relationships with its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, 360 Degrees Capital Management LLC is required to disclose certain information to clients, including any conflicts of interest, fees, and disciplinary actions. This information is available on the firm’s Form ADV, which can be accessed on the SEC’s website or by requesting a copy from the advisor.
In conclusion, 360 Degrees Capital Management LLC is a trusted and experienced financial advisor that offers a wide range of services to help its clients achieve their financial goals. With a proven track record of success, a transparent fee structure, and a team of highly qualified advisors, the firm is well-equipped to provide personalized solutions and ongoing support to its clients for years to come.