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360 FAMILY OFFICE, LLC is a premier financial advisory firm that prides itself on providing exceptional services to its clients. With over 25 years of experience in the financial industry, the team at 360 FAMILY OFFICE, LLC has the knowledge and expertise to guide their clients towards their financial goals.
How does the advisor help clients – Key Takeaways:
- Personalized financial planning tailored to individual needs and goals
- Expertise in investment management and risk assessment
- Assistance with tax planning and estate planning
- Collaboration with other professionals, such as attorneys and accountants, to provide comprehensive services
Facts and Insights
360 FAMILY OFFICE, LLC has an impressive track record of helping clients achieve their financial objectives. Their team of advisors boasts a collective experience of over 100 years, providing them with in-depth knowledge and insights into the constantly evolving financial landscape.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management* | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 15 | 25 years |
Note: *As of 2021.
Financial Services Offered
- Investment Management
- Retirement Planning
- Tax Planning and Preparation
- Estate Planning
- Risk Assessment
- Wealth Transfer Strategies
Client Types
360 FAMILY OFFICE, LLC serves a wide range of clients, including high-net-worth individuals and families, business owners, and executives. They also work with corporations and institutional investors, providing them with the same level of personalized attention and expertise.
Fees & Compensation
360 FAMILY OFFICE, LLC strives to maintain a transparent and fair fee structure for their clients. They typically charge a percentage of assets under management, with fees ranging from 0.75% to 1.5%, depending on the size of the portfolio. They may also charge fixed fees or hourly rates for certain services. Clients are encouraged to discuss fees and compensation with their advisor before entering into an agreement.
360 FAMILY OFFICE, LLC does not receive commissions or compensation from any outside sources, ensuring that their recommendations are solely based on their clients’ best interests.
Background
The team at 360 FAMILY OFFICE, LLC is made up of highly experienced and educated professionals, including certified financial planners (CFPs), chartered financial analysts (CFAs), and certified public accountants (CPAs). They are committed to staying up-to-date on the latest industry trends and regulations, constantly expanding their knowledge and skills to better serve their clients.
Financial Advisor Disclosures to Know
360 FAMILY OFFICE, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As such, they have a fiduciary duty to act in their clients’ best interests at all times. They also have a legal obligation to disclose any conflicts of interest and potential risks to their clients.
Furthermore, clients have access to their advisor’s Form ADV, which provides information on their services, fees, and any disciplinary actions or conflicts of interest that may exist.