Thomas Giardino is a registered investment advisor at 3edge Asset Management, LP, based in Naples, FL, with 25 years of industry experience. Thomas 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
999 Vanderbilt Beach Road, Suite 200, Naples, FL, 34108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
3edge Asset Management, LP
Vigilant Distributors, LLC
Vigilant Distributors, LLCBroker
Previous Registrations
Ocean Park Asset Management, LLC
Sierra Investment Management, LLC
Sierra Investment Management INC
Northern Lights Distributors, LLCBroker
Realty Capital Securities, LLCBroker
Capital Investment Group, INC.Broker
The Elements Financial Group, LLC
Pacific Financial Associates, INC.Broker
Inland Securities CorporationBroker
Sunamerica Securities, INC.Broker
State Registrations7 states
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