About
365 Wealth Management Group is a highly reputable financial advisor firm, dedicated to helping clients achieve financial success and stability. With a team of experienced advisors and 15 years in business, they offer personalized and comprehensive financial planning and management services to individuals and businesses. Their services include investment management, retirement planning, tax planning, and estate planning. They also collaborate with other professionals to provide holistic financial advice.
The company has a solid track record, managing $500 million in assets and serving a diverse range of clients, including high-net-worth individuals, business owners, and non-profit organizations. They believe in transparency and provide clients with a clear breakdown of fees, typically based on a percentage of assets under management. It is important to note that advisors at 365 Wealth Management Group are registered and hold necessary licenses, and have a fiduciary duty to act in the best interest of their clients.
In conclusion, 365 Wealth Management Group is a trusted and experienced financial advisor that provides comprehensive services to help clients achieve their financial goals. With a commitment to transparency and staying updated on industry developments, the team at 365 Wealth Management Group is dedicated to helping clients achieve financial success and stability.
Key Takeaways
- Designing and implementing investment plans
- Providing retirement planning and wealth management services
- Offering tax planning and preparation services
- Assisting with estate planning and trust management
- Collaborating with other professionals, such as attorneys and accountants, to provide holistic financial advice
Facts & Insights
365 Wealth Management Group has a solid track record of providing effective financial advice and services to its clients. Here are some insights and facts about the company:
Assets, Advisors & Tenure
- Assets Under Management
- $500 million
- Number of Advisors
- 10
- Time in Business
- 15 years
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning and trust management
- Asset protection
- Insurance planning
Client Types
- Individuals
- High-net-worth individuals
- Business owners
- Corporate executives
- Non-profit organizations
Fees & Compensation
365 Wealth Management Group charges fees for its services, typically based on a percentage of assets under management. They believe in transparency and provide clients with a clear breakdown of all fees and compensation.
Background
365 Wealth Management Group was founded 15 years ago by a team of experienced financial advisors. The company has grown and evolved over the years, consistently providing top-notch financial advice and services to its clients. The team at 365 Wealth Management Group is committed to staying updated on the latest market trends and industry developments, ensuring that clients receive the best possible advice.
Disclosures
- All advisors are registered with the appropriate regulatory bodies and hold necessary licenses
- The company has a fiduciary duty to act in the best interest of their clients
- Advisors may receive commissions or other compensation from third-party firms for recommending their products or services to clients
- The team at 365 Wealth Management Group may have relationships with certain investment or insurance companies
Other Information
ANNUITIES
Firm Facts
- Primary Business Name
- 365 WEALTH MANAGEMENT GROUP
- SEC Region
- CHRO
- Organization CRD
- 314674
- SEC
- 801-126521
- Firm Type
- Registered
- Legal Name
- AXECAP INVESTMENTS, LLC