Broker Check

Financial Advisors: Looking For a New Home?

Client Services

  • In-house investment models (including tax managed models and retirement plan models)
  • Custodial and billing all-in at 15 basis points
  • Comprehensive risk assessment tools
  • Suite of portfolio review tools
  • Tax planning
  • Fully engaged and comprehensive financial planning

How We Work

  • Effective, low cost investment models; save your clients money
  • Risk assessment tools; more engaged client experience
  • Complete financial planning tools
  • In-house tax planning and review
  • Compliance team; simplify your life and spend more time with your clients
  • Streamlined forms/automation
  • In-house marketing team

powered by Typeform

State of the art technology and increased access to financial products make it easier than ever to explore independence through Fortune 360 Group.

Call Solomon Reeves, MBA, AIF®, CRPS® or Ronald Myers, CPA/PFS, CFP® today:
Florida: (954) 800-5500
Pacific Northwest: (253) 286-4015