Philip Town is a registered investment advisor at Rule One Partners, LLC, based in Moreland, GA, with 11 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rule One Partners manages investments for Rule One Capital and the Rule One Fund.
For Rule One Capital, the firm charges a performance-based fee of 20% of the increase in portfolio value each year. There is no management fee. If the portfolio drops in value, a fee is not charged until the portfolio reaches the previous highest value.
For the Rule One Fund, the management fee is stated in the fund's prospectus and is a percentage of the fund's assets. This fee is negotiated with the Trust's Board of Trustees.
Location
811 Bear Creek Rd, Moreland, GA, 30259-2939
Get directionsHistory
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
Philip owns Rule One Investing, a stock investing education company. He is also the managing partner of Rule One Partners, a hedge fund.
Employment History
Current Registrations
Rule One Partners, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.