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Pricing

Pricing

 

We offer a range of planning options based on each client’s financial picture. We pride ourselves on transparent needs-based pricing for our services.

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QUICKSTART

A financial plan that serves as a basis to making smart financial decisions.

BEST FOR:
Those who want to grow their wealth, secure assets and plan for the future.

$1,500
one-time
fee
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MORE

A more complete financial roadmap based on your personal goals.

BEST FOR:
Those who want to consider cash flow and spending strategies, college savings, retirement planning, tax planning and more.

$3,000
one-time
fee
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EVEN MORE

An even more advanced financial plan for those with established wealth.

BEST FOR:
Those with more complex financial situations who might require advanced solutions.

$6,000
one-time
fee

A LA CARTE

$750

one-time fee

BEST FOR:

Those with a specific financial issue or questions about basic financial planning.

All Plans (except A La Carte) include:

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Personal financial website

A digital experience supported by our human insight and interpretation

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Financial blueprint

A simple overview of your financial picture and the strategies to meet your goals

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Financial education pieces

Ongoing education pieces posted on our client portal

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256-bit encrypted electronic vault

For storage of important financial documents

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Professional recommendations

Referrals for CPAs and estate planning attorneys, if needed

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To-do list

Tasks based on your financial plan

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
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Historical performance

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

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Risk assessments

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

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Portfolio analysis

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

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Target allocation

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

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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

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

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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.
 

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