Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 2.00% |
| $1M+ | 2.00% |
Fees are negotiable based on various factors.
Fee Estimator
Asset management fees are negotiable, up to a maximum of 2.00% annually, and billed quarterly in advance. There is a $15,000 minimum account size. Financial planning and consulting services are offered for a fixed fee, ranging from $500 to $10,000. Variable sub-account management services have a maximum fee of 1.50% annually. Newsletters and seminars are provided free of charge. 360 Financial Partners representatives are also registered representatives of StoneX Securities Inc., and they may accept compensation for the sale of securities in their outside capacity as registered representatives.
Areas of Practice
Advisor Information
Office location
1081 Johnnie Dodds Blvd., Ste 100, Mount Pleasant, SC, 29464
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an agent at 360 Financial Partners, LLC, dedicating nearly full-time hours there, and spends about 10% of his time on insurance sales. He is also an investment advisor representative and 25% owner of DVR Holdings LLC, an investment property.