3EDGE Asset Management is an investment firm that uses a global investment strategy, blending quantitative analysis with experience. 3EDGE manages investments for separately managed accounts, provides sub-advisory services to other firms, and manages exchange-traded funds. 3EDGE primarily uses ETFs to implement its strategies. 3EDGE also offers non-discretionary investment advisory services for a fee based on the value of assets included in a client's financial plan.
Assets Under Management$1.7B
Clients1,374
Advisors15
Avg. per Client$1.2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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