CHOOSE HOW WE WORK TOGETHER

A service relationship that fits your needs.

Capital360Financial offers ongoing wealth management and planning-only engagements. Start with your goals; we’ll discuss the appropriate scope, fees, and next steps before you commit.

Full Wealth Management

Starting at $250,000 in assets under management

Ongoing investment management coordinated with your financial plan. We specialize in high-net-worth and ultra-high-net-worth individuals and families, while serving clients whose needs fit our advisory approach.

Advisory fees are based on the assets managed and the applicable fee schedule. Investment, fund, custody, and transaction costs may also apply. We explain the proposed arrangement before engagement.

Hourly Financial Advice

Focused advice for a defined question, decision, or review. A useful option when you want professional guidance without an ongoing investment management relationship.

The hourly rate, estimated time, and scope are discussed before work begins.

Flat-Fee Financial Planning

A financial plan or defined planning project with agreed deliverables. Suitable for individuals and families building their foundation or working through a specific goal or life change.

The project fee reflects its scope and complexity and is agreed in advance.

Retainer Financial Planning

Ongoing planning advice within an agreed service scope. Designed for clients who want continued guidance as their financial life evolves.

We explain the retainer amount, service frequency, deliverables, and engagement terms before you decide.

You do not need $250,000 to explore planning-only services. Hourly, flat-fee, and retainer engagements do not require enrollment in full wealth management.

For businesses and organizations

Employer retirement plans, employee education, company assets, and organizational planning are scoped according to your needs. Fees depend on the services, plan or asset size, complexity, and responsibilities involved. We coordinate with recordkeepers, plan administrators, and other professionals where appropriate.

Explore services for your organization →

What happens before you engage us?

  1. Introductory conversation: Discuss your goals and the questions you want to address.
  2. Service recommendation: Review a suitable scope, the proposed fees, and relevant alternatives.
  3. Clear agreement: Review the advisory agreement, applicable fee schedule, disclosures, and deliverables before work begins.
  4. Ongoing work: Receive the planning, investment management, and review services agreed for your engagement.

Account transfers and rollovers are evaluated based on your circumstances and available choices. Scheduling a meeting does not obligate you to open or transfer an account.

Not sure which service fits?

A complimentary conversation can help you find the right starting point for your household or organization.

Discuss My Service Options

This page summarizes service formats. Your signed agreement, applicable fee schedule, and firm disclosures govern the actual engagement.