How does the advisor help clients – Key Takeaways:
The 360 IRA is a financial advisory firm that provides expert services to clients looking to optimize their retirement plans. With a dedicated team of experienced advisors and a comprehensive approach to financial planning, the firm helps clients achieve their retirement goals and secure their financial future.
Facts and Insights:
The 360 IRA offers a wide range of services, including retirement planning, investment management, and tax planning, among others. Their team of advisors has extensive knowledge and experience in all aspects of financial planning and are committed to providing personalized solutions for each client’s unique needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
- Retirement planning and management
- Investment management
- Tax planning
- Estate planning
- Insurance planning
Client Types:
The 360 IRA serves a diverse range of clients, including individuals, families, and businesses. They also have expertise in working with high net worth individuals and those in the pre-retirement and retirement stages of life.
Fees & Compensation:
The firm operates on a fee-only structure, which means they do not receive commissions for any financial products they recommend. This ensures that their advice is unbiased and in the best interest of their clients. Fees are based on a percentage of assets under management and are transparent and discussed upfront.
Background:
The 360 IRA was founded in 2006 by a group of financial experts who saw the need for a comprehensive and personalized approach to retirement planning. With years of experience in the industry, the firm has established a strong reputation for providing innovative solutions and exceptional service to their clients.
Financial Advisor Disclosures to Know:
As a financial advisory firm, 360 IRA is bound by fiduciary duty, meaning they are legally obligated to act in the best interests of their clients. Additionally, they have a clean record with no disciplinary actions or complaints reported against them.