FIND YOUR RIGHT PATH

Ongoing Financial Planning

Starting at $99/month (based on complexity) plus a one-time planning fee. Includes:

- full financial planning services

- regular meetings to review plan and recommendations

- unlimited phone and email support

Investment Management

Blended fee structure max out at 1% of Assets under Management(AUM) per year and includes:

- full trading platform

- diversified portfolios

- supported accounts: rollovers, IRAs, trusts, individual and joint accounts

*full comprehensive financial planning services included with AUM over $250,000

 

Project Based Financial Planning

Not ready to engage fully in the financial planning process? That’s ok, we have a solution. We can agree on providing advice anywhere from 1 or 2 planning topics(e.g. debt analysis and employer retirement plan investment choices) to a full comprehensive financial plan. Based on the work to be completed, the fee for this option costs $299 to $2999 per plan.

 Finance180 | your turn to financial success

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DISCLAIMER:

Finance 180, LLC is a registered investment adviser offering advisory services

in the State of Ohio and in other jurisdictions where exempted.

WEBSITE CONTENT:

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Finance 180, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.

 

REGISTRATION INFORMATION:

Advisory services are offered through Finance 180, LLC, an investment advisor firm domiciled in the State of Ohio. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator