3 Factor Indexing offers investment management services, creating client portfolios based on their financial plan, age, time horizon, risk tolerance, and assets. They primarily use modern portfolio theory, focusing on asset allocation and diversification through various asset classes like exchange-traded funds, mutual funds, equities, and bonds. 3 Factor generally does not provide advice on alternative investments.
Assets Under Management$170M
Clients51
Advisors2
Avg. per Client$3.3M
Avg. per Advisor$85M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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