360 Financial Partners, Llc
Mount Pleasant, South Carolina
360 Financial Partners, LLC is a small investment advisory firm based in Mount Pleasant, SC, with a focus on providing comprehensive financial solutions to its clients. With a team of three dedicated employees, the firm specializes in investment advisory services, ensuring that clients receive personalized and expert guidance. With an average of approximately $72,050,000 in assets under management per investment advisor, 360 Financial Partners, LLC maintains a competitive position within the industry. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges...
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Assets Under Mgmt

$111.53M

Investment Professionals

3

Locations

0

% 401K & Individual

61%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Educational seminars/workshops
Other: CONSULTING SERVICES
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