FC360 Wealth Management, Inc. logo

FC360 Wealth Management, Inc.

Updated today

Client AUM

$158,187,152

Clients

379

Advisors

1

of 1 employees

About

FC360 Wealth Management provides advisory services to individuals, trusts, estates, charitable organizations, corporations and employer‑sponsored retirement plans. The firm offers investment management alongside financial, retirement and insurance planning, and makes referrals to outside tax and estate professionals; it also provides 401(k) consulting and can act as a 3(21) or 3(38) fiduciary for plan sponsors.

The firm manages client portfolios on a discretionary basis using three platform approaches — a holistic Full Circle 360 platform, an active Tactical platform, and a Low‑Cost Indexing platform that primarily uses ETFs — beginning each relationship with a discovery process to establish goals, risk tolerance and time horizon. FC360 uses a mix of fundamental, technical, cyclical and charting analysis, conducts at least quarterly account reviews, and offers an optional options overlay strategy (covered calls and cash‑secured puts) to seek income and volatility reduction.

Notable distinctions include an unusually high client load for a solo independent advisor, managing several hundred client relationships with a single advisor, and affiliations with an in‑house accounting practice and an insurance agency. The brochure discloses that the firm’s principal holds insurance and tax credentials, that clients are not required to use affiliated services, and that these relationships create potential conflicts of interest which the firm describes and seeks to manage.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Passive / index investing Wealth management

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Fee options

Percentage

All Asset Sizes+: 0.85% annually (Low-Cost Indexing Platform) All Asset Sizes+: 1.00% annually (Full Circle 360 Platform & Tactical Investment Platform) All Asset Sizes+: 0.20% annually (Options Overlay, additional fee on top of Full Circle 360/Tactical Platforms) All Asset Sizes+: 0.50% annually (Employer Sponsored 401k Full Service Platform, negotiable)

Main office

1508 Eureka Road, Suite 145

Roseville CA 95661

Advisors at this office

1

Most active in

California

Also doing business as

Buildmy401 K.Com · Fc360 Wealth Management, Inc · Fc360 Wealth Management, Inc. · Fc360, Inc. · Iron Peak Advisors, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

View complete list of advisors at this firm
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