Kevin Latu is a registered investment advisor at 3edge Asset Management, LP, based in Boston, MA, with 1 years of industry experience. Kevin 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
Kevin is registered with 3Edge Asset Management, LP, a SEC Registered Investment Advisor, and Vigilant Distributors, LLC, an unaffiliated Broker Dealer.
Employment History
Current Registrations
3edge Asset Management, LP
Vigilant Distributors, LLC
Vigilant Distributors, LLCBroker
Previous Registrations
Equitable Advisors, LLCBroker
State Registrations1 state
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