Advisor at 3Edge Asset Management, LP
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Firm
3Edge Asset Management, LP
Location
Los Angeles, CA 90045
Credentials
CFP®, Series 65
Industry experience
7 years
Amanda Preston is a CFP® with seven years of industry experience, currently serving as a financial advisor at 3EDGE Asset Management, LP. Her prior experience includes roles at Windham Capital Management and Morgan Stanley. 3EDGE Asset Management serves a diverse client base including high-net-worth individuals, family offices, and institutions, employing a global, multi-asset, top-down allocation strategy that integrates quantitative research and portfolio stress testing primarily through index ETFs and proprietary ESG metrics.
Based on 3Edge Asset Management, LP
Based on 3Edge Asset Management, LP
0.80% annual flat fee for non-discretionary investment advisory services based on assets in financial plan
$0 - $1,000,000: 0.80% annually $1,000,000 - $5,000,000: 0.70% annually $5,000,000 - $50,000,000: 0.60% annually $50,000,000+: 0.50% annually
Account minimum: $500,000
6060 Center Drive, 10th Floor
Los Angeles, CA 90045
California · Massachusetts · Texas
3EDGE Asset Management, LP
2023 - Present (3 years)
3EDGE Asset Management, LP
2022 - 2023 (1 year)
Windham Capital Management
2018 - 2022 (4 years)
Morgan Stanley
2017 - 2018 (1 year)
Morgan Stanley
2016 - 2016 (1 year)
Endicott College
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®
Calabasas, CA
Greenup Wealth
Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.
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Joseph C. Longo, Attorney At Law
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