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

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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