3rd Level Analytics (3LA) provides portfolio management services tailored to individual client goals, objectives, and risk tolerance. 3LA also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. 3LA generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$4.3M
Clients6
Advisors1
Avg. per Client$720K
Avg. per Advisor$4.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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