About
360DIVIDENDS is a top financial advisory firm with a team of experienced advisors dedicated to helping clients achieve their financial goals. Their personalized solutions tailored to each client's specific needs set them apart in the industry. With over 20 years of experience, they offer a high level of expertise and a proven track record of success. With $500 million in assets under management and more than 10 advisors, 360DIVIDENDS provides a wide range of services including investment management, retirement planning, and tax planning. They cater to individuals, high net-worth individuals, businesses, and non-profit organizations. Operating on a fee-based structure, their compensation is based on a percentage of the assets under management. Founded by financial experts, the firm emphasizes transparency and follows all required disclosures to maintain their clients' trust. This includes disclosure of fees and compensation structure, potential conflicts of interest, and potential risks associated with their recommended investments.
Key Takeaways
- Expert financial advice and guidance from a team of experienced advisors.
- Personalized solutions tailored to meet the specific needs and objectives of each client.
- Strategic planning and investment management services to help clients achieve their financial goals.
Facts & Insights
360DIVIDENDS stands out in the financial advisory space for several key reasons:
Assets, Advisors & Tenure
- Assets Under Management
- $500 million
- Number of Advisors
- 10+
- Time in Business
- 20+ years
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- And more.
Client Types
- Individuals
- High net-worth individuals
- Businesses
- Non-profit organizations
- And more.
Fees & Compensation
360DIVIDENDS operates on a fee-based structure, meaning their compensation is based on a percentage of the assets under management. This ensures that their interests are aligned with those of their clients and they are committed to helping their clients achieve their financial goals.
Background
360DIVIDENDS was founded by a team of financial experts who saw a need for personalized and strategic financial advisory services in the market. With over 20 years of industry experience, they have built a strong reputation for providing sound financial advice and delivering results for their clients.
Disclosures
- Disclosure of fees and compensation structure.
- Disclosure of any affiliations or relationships that may pose a conflict of interest.
- Disclosure of any potential risks associated with their recommended investments.
Firm Facts
- Primary Business Name
- 360DIVIDENDS
- Organization CRD
- 172101
- Legal Name
- 360DIVIDENDS