360 Financial Partners, LLC
Assets Under Management
$159.2M
Number of Clients
288
Number of Advisors
3
Average Client AUM
$553K
AUM per Advisor
$53.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
360 Financial Partners provides asset management services with continuous supervision, financial planning covering various topics, and retirement plan services to sponsors and participants. They also offer variable sub-account management services. Investment advice is provided on diverse investments. They require clients to establish brokerage accounts with StoneX Financial Inc.
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
Location
1081 Johnnie Dodds Blvd., Ste 100, Mount Pleasant, SC, 29464