Our Company
Investment Capital 360° brings together individuals who believe in the value of exceptionalism. As we attempted to streamline our professional ingenuities, we discovered the value of independence in one another. Our entrepreneurial drive is matched by clients who appreciate the independent thinking away from large wall street firms. We are small by design but large in scope. Our client model is elevated to a fiduciary duty of care within a fee-based structure free from outside influence and bias. We align the mission of the firm with the success of our clients.
Our clients' assets are custody at TD Ameritrade. Through TD Ameritrade clients can experience the most innovative trading platforms on the market today for free. Whether clients choose the beautiful look of Trade Architect or the more advanced Think or Swim platform, we are here to walk them through it all. When clients understand they too have the power and responsibility of placing their own trades if they so choose, the collaborative relationship takes on a more symbolic meaning. They can have a sense of control, imagine that!!!! The same is true when clients use our planning platform through EMoney to create and manage their own budget, track their own Net Worth on demand, or even make sure that by buying a new car, their first cruise to the Mediterranean is not compromised. We live for this stuff and I know our clients appreciate our passion.
Our Fee parameters are as follows:
|
Assets Under Management |
Asset Based Fee |
|
$0 - $1,000,000 |
1.00% |
|
$1,000,001 - $2,000,000 |
0.90% |
|
$2,000,001 - $3,000,000 |
0.80% |
|
$3,000,001 - $4,000,000 |
0.70% |
|
Over $4,000,001 |
Negotiable |
|
360° Holistic Plan |
||
|
Fee |
Complexity |
Duration of engagement |
|
$600 - $800 |
Just get me on track (Basic) |
One Year |
|
$801 - $1,200 |
Yeah, you've got the basics down, now the rest (Moderate) |
One Year |
|
$1,201 - $3,000 |
Yikes, this is going to take awhile (Comprehensive) |
One Year |
