How does the advisor help clients – Key Takeaways:
360 WEALTH MANAGEMENT, INC. is committed to helping clients achieve financial success and security by providing expert financial advice and comprehensive wealth management services.
The firm’s team of advisors possess extensive knowledge and experience in the world of finance, allowing them to provide valuable insights and strategies to help clients reach their financial goals. 360 WEALTH MANAGEMENT, INC. strives to create personalized solutions for each client, understanding that every individual has unique financial needs and objectives.
Facts and Insights:
360 WEALTH MANAGEMENT, INC. is a leading wealth management firm with a proven track record of delivering successful financial outcomes for its clients. The firm has been in business for over 20 years, providing expert financial advice and services to individuals, families, and businesses.
With its team of highly skilled and knowledgeable advisors, 360 WEALTH MANAGEMENT, INC. has built a reputation for delivering strong investment returns and protecting clients’ assets through market volatility. The firm utilizes a disciplined and proactive approach to financial planning, taking into account clients’ risk tolerance, investment goals, and financial situation.
Assets Under Management, Number of Advisors and Time in Business:
| 360 WEALTH MANAGEMENT, INC. | |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 10 |
| Time in Business | Over 20 years |
Financial Services Offered:
360 WEALTH MANAGEMENT, INC. offers a wide range of financial services to help clients reach their financial goals and secure their financial future. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Wealth transfer planning
- Insurance solutions
Client Types:
360 WEALTH MANAGEMENT, INC. serves a diverse clientele, including:
- Individuals
- Families
- Small businesses
- High-net-worth individuals
Fees & Compensation:
360 WEALTH MANAGEMENT, INC. operates on a fee-only compensation structure, meaning the firm does not earn commissions or fees from the sale of financial products. Instead, the firm charges a percentage of the assets under management as its fee, ensuring that its interests are aligned with those of its clients.
The firm also offers comprehensive financial planning services for a flat fee, allowing clients to receive expert guidance and advice without any conflicts of interest.
Background:
360 WEALTH MANAGEMENT, INC. was founded by a team of financial experts with a shared vision of providing high-quality financial advice and services to clients. The firm has grown and evolved over the years, but its commitment to excellence and client satisfaction remains steadfast.
Financial Advisor Disclosures to Know:
As with any financial firm, it is important for clients to be aware of any potential conflicts of interest or disclosures that may impact their relationship with the firm. In the interest of transparency and trust, 360 WEALTH MANAGEMENT, INC. discloses all relevant information in their Form ADV, available for public viewing on the SEC website.
In summary, 360 WEALTH MANAGEMENT, INC. is a premier wealth management firm with a strong track record of delivering successful financial outcomes for its diverse clientele. The firm’s commitment to personalized service, comprehensive financial planning, and transparent practices make it a top choice for individuals, families, and businesses seeking expert financial advice and guidance.