Defred Folts is a registered investment advisor at 3edge Asset Management, LP, based in Boston, MA, with 21 years of industry experience. Defred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,374 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees are negotiable. There is also a separately managed account strategy that charges a flat 0.10% annual fee.
Fee Estimator
Location
225 Franklin Street, 26th Floor, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
3edge Asset Management, LP
Previous Registrations
Windhaven Investment Management, INC.
Windward Investment Management INC
State Registrations1 state
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