What Is an Appropriate Fee for a Financial Advisor?
The appropriate fee for a financial advisor can vary widely. Typically, you might see fees structured as a percentage of AUM.
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We are a family-owned practice with big firm capabilities.
Since 1995...
In October of 1995, the doors to 360 Financial (called Defined Investments then) opened with a client-centric approach.
One client became 10 and then 20 and, within 18 months, the firm acquired more space and hired the first full-time employee.
Over time, more advisors and administrative professionals joined the team. Yet, even as the team grew, our philosophy at 360 Financial stayed the same: focus on our clients’ needs and earn their trust by always acting in their best interest.
This focus has led to clients becoming lifelong friends.
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Confidence
Confidence begets confidence. We know that confidence in our recommendations ensures confidence in our clients.
Positivity
Positivity means we love our jobs and we're happy to be on the constant path of mastery.
Problem Solving
We face problems collaboratively, questioning “how can we create the best solution possible?" We stick with what works and nimbly change what doesn't.
Community Impact
From transforming the Lake Minnetonka Triathlon into our biggest fundraising event or supporting the causes our clients and team are dedicated to, we make a difference in our surroundings.
Going Above & Beyond
Going above and beyond means that our standard of excellence is unmatched when it comes to kindness, customer service, and making clients feel like family.
Confidence
Confidence begets confidence. We know that confidence in our recommendations ensures confidence in our clients.
Positivity
Positivity means we love our jobs and we're happy to be on the constant path of mastery.
Problem Solving
We face problems collaboratively, questioning “how can we create the best solution possible?" We stick with what works and nimbly change what doesn't.
Community Impact
From transforming the Lake Minnetonka Triathlon into our biggest fundraising event or supporting the causes our clients and team are dedicated to, we make a difference in our surroundings.
Going Above & Beyond
Going above and beyond means that our standard of excellence is unmatched when it comes to kindness, customer service, and making clients feel like family.
Our Company Values
Birds of a feather flock together.
If these things values are important to you, we’re probably a good fit.
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Confidence
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Positivity
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Problem Solving
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Community Impact
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Going Above & Beyond
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Enrich Lives, Live with Purpose
It started in Detroit, back in 1972, when founder and president, Mike Rogers, began his first business—a shoe shine service—at the age of 7.
This business led to other childhood ventures: lawn care, landscaping, driveway sealing, and anything else that could help save for college.
In 1988, Mike headed to Minnesota with a college degree, landed a position at a big Wall Street firm, and began advising clients on how to grow and protect their wealth.
In the fall of 1995, both of Mike’s parents were diagnosed with cancer.
This life-changing event helped cultivate his life’s purpose: serve clients’ needs with the utmost respect and uphold their best interest.
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