Lawrence Jules is a registered investment advisor at 3edge Asset Management, LP, based in Naples, FL, with 18 years of industry experience. Lawrence 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.
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Learn about disclosures →Other Business Activities
Lawrence is a passive owner and strategic consultant for YANA, S.A., a cosmetic firm in Lima, Peru, dedicating minimal time. He is also a passive owner/president of Ixelles Management Inc., a real estate/property management company, spending about 10-20% of his time collecting rent and managing property upkeep. Additionally, Lawrence works as an adjunct instructor at Park University, teaching economics courses for about 10-20% of his time.
Employment History
Current Registrations
3edge Asset Management, LP
Previous Registrations
Charles Schwab Investment Advisory, INC
Windhaven Investment Management, INC.
Windward Investment Management INC
RBC Capital Markets Corporation
State Registrations1 state
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