Robert Phillips is a registered investment advisor at 3edge Asset Management, LP, based in Boston, MA, with 14 years of industry experience. Robert 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.
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 →Other Business Activities
Robert was a technology consultant for HBX through RE Phillips Systems, Inc. in 2015. Robert is also the President/Owner of RE Phillips Systems Inc. since 2002, dedicating a few hours per week to systems architecture and deployment.
Employment History
Current Registrations
3edge Asset Management, LP
Previous Registrations
Windhaven Investment Management, INC.
Windward Investment Management INC
Windward Investment Management INC
State Registrations2 states
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