Skip to main content
360Blue Financial Strategies
 
630-318-7400 info@threesixtyblue.com Client Login
Wealth Management Pricing About Us Resources Contact Us

    You are here

  1. Home
  2. Pricing

Pricing

Pricing

Our fees follow a tiered pricing structure based on your level of investment.

Amount Invested

Advisory Fee

 

$0 to $249,999

1.15%

 

$250,000 to $499,999

1.00%

 

$500,000 to $999,999

0.90%

 

$1,000,000 to $1,999,999

0.70%

 

$2,000,000 or more

0.50%

Fees based on account balance

Contact Us
check mark

Historical performance

We evaluate each recommended investment product against historical benchmarks, carefully weighing risks against rewards.

check mark

Risk assessments

We evaluate your tolerance for risk, thinking about how you’d respond to various financial outcomes.

check mark

Portfolio analysis

Looking at your current investments, we seek to identify strong and weak spots to plan for an even brighter future.

check mark

Target allocation

Considering the universe of possible investments, we begin to recommend the right asset mix to help you reach your goals.

Not Sure How to Get Started?

Take a short quiz about your financial outlook and let's see how 360Blue can best serve you.

Start the Quiz

Sign up to our newsletter

Sign up to receive tips about investment strategies, retirement planning, saving for college and more.

What We Offer

Wealth Management Pricing About Us

Resources

Blog FAQ Quarterly Economic Updates Industry Links Events

Client Login

Axos Login Charles Schwab Login 360Blue Plan Portal

Contact Us

630-318-7400 info@threesixtyblue.com 15 Spinning Wheel Road, Suite 211
Hinsdale, Illinois 60521
159 North Sangamon Street, Suite 200
Chicago, IL 60607
(By appointment only)

Securities and Advisory Services offered through United Planners Financial Services Member: FINRA, SIPC. 360Blue Financial Strategies and United Planners are not affiliated.

Check the background of your financial professional on FINRA's BrokerCheck 

This information is intended for use only by residents of  AZ, CA, CO, FL, IL, MI, MO, NV, OH, UT, VA, WI Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than AZ, FL, IL, MI, OH, VA, WI.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

© 360Blue Financial Strategies. All rights reserved.
Terms & Conditions Privacy Policy

© 2025 360Blue Financial Strategies. All rights reserved.

Website Design For Financial Services Professionals