Fortune 360 Group LLC

Fortune 360 Group LLC is a financial advisory firm established in March 2015 and registered as an investment adviser in Florida in March 2016. The firm specializes in portfolio management services tailored to individual client goals, offering services such as investment strategy, asset allocation, and risk tolerance assessment. Clients have the option to grant discretionary authority for investment decisions. Additionally, the firm provides pension consulting services, financial planning, and consulting on specific types of investments like mutual funds and fixed income securities. For portfolio management, fees range from 0.50% to 1.40% based on total assets under management, with technology/platform fees included. Pension consulting fees are asset-based, ranging from 0.50% to 1.00%. Financial planning and consulting services have fixed annual rates between $1,000 and $12,000. Clients may terminate agreements within specified periods without penalty. The firm does not participate in wrap fee programs and has assets under management totaling $141,353,614 as of 12/31/2021. Clients are responsible for third-party fees, and the firm discloses conflicts of interest related to insurance product recommendations. Fortune 360 Group LLC acts as a fiduciary, aiming to provide fair and equitable investment opportunities for clients.