360 FAMILY OFFICE, LLC

About

360 FAMILY OFFICE, LLC is a highly reputable financial advisory firm with over 25 years of experience in the financial industry. Their team of experienced and knowledgeable advisors provides personalized services to help clients achieve their financial goals.

Their services include investment management, retirement planning, tax planning and preparation, estate planning, risk assessment, and wealth transfer strategies. They work with a diverse range of clients, including high-net-worth individuals and families, corporations, and institutional investors.

360 FAMILY OFFICE, LLC follows a transparent fee structure, charging a percentage of assets under management or fixed fees for certain services. As a registered investment advisor, they have a fiduciary duty to act in their clients' best interests and disclose any conflicts of interest or potential risks.

Their team is made up of highly qualified professionals, and clients have access to their advisor's Form ADV, which provides information on their services, fees, and any conflicts of interest. With a track record of helping clients achieve their financial objectives, 360 FAMILY OFFICE, LLC is a trusted and reliable partner for all their clients' financial needs.

Facts & 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.

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.