Robert Sawyer is a registered investment advisor at 3 Factor Indexing, LLC, based in Woodside, CA, with 13 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 51 clients with $170M 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 $3.0M | 0.50% |
| $3M+ | 0.35% |
Fees are generally non-negotiable. 3 Factor may charge a lesser or no fee to certain accounts for certain services after considerations including but not limited to future assets managed, value of assets managed, account composition, household accounts, client negotiations, family, etc.
Fee Estimator
Location
Woodside, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is a self-employed consultant since 2010, consulting with companies regarding product marketing. This takes about 10-20% of his time, with some of that time occurring during trading hours.
Employment History
Current Registrations
3 Factor Indexing, LLC
State Registrations1 state
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