Founder360â° Family Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Founder360° serves founders of closely held businesses and their families, along with individuals and entrepreneurs who have complex business, tax, and estate planning needs. The firm offers an integrated set of services that combine comprehensive family-office engagements, standalone business advisory, discretionary investment management, personal financial planning, and a business diagnostic/planning software platform (Founder360° Essentials).
Founder360° delivers both higher-touch discretionary portfolio management and an automated platform option, pairing multi-year portfolio construction and rebalancing with tax-aware planning, cash-flow and retirement analysis, and evaluation of private/alternative holdings. The advisory process explicitly integrates enterprise value-driver analysis with personal financial objectives using a mix of fundamental analysis and modern portfolio principles.
What is distinctive is the firm’s pricing and delivery mix: several service tiers use fixed retainers or subscription-based pricing and the Essentials software is included in bundled Family Office engagements, while the Family Office is intentionally limited to roughly 20–30 client relationships. Founder360° provides private-market and alternative-investment guidance on an advice-only basis and states it does not sponsor private funds or accept placement or commission fees, which narrows certain conflicts relative to many peers.
Client services
Expertise
Occupation focus
Fee options
Business Advisory retainer fee of up to $20,000 annually, may be paid by client's business entity with consent; Additional coordination fees for estate and business planning coordination services ranging from $250 per service to $1,200 plus third-party pass-throughs; Detailed valuation analysis fee $1,000 per engagement; Formal valuation referral coordination $250 per hour.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.45% $25,000,001 - $50,000,000: 0.35% Above $50,000,000+: 0.30%
Founder360° Essentials platform subscription fees ranging from $0 to $179 per month depending on service tier; additional $50/month for enhanced data frequency; Essentials subscription standalone fee $179/month plus $50/month optional.
Minimum fee: Minimum annual fee of $10,000 for Founder360° Wealth services, may be discounted or waived in some cases. No minimum fee for Essentials + WealthMap360° service. Fee-only: Founder360° is a fee-only advisory firm; no commissions or other compensation received.
Main office
Mequon WI
Advisors at this office
1
Most active in
Wisconsin
Also doing business as
Founder360 Family Office · Founder360 Family Office, LLC · Founder360° Family Office · Founder360° Family Office, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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