Advisor at 3Edge Asset Management, LP
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Firm
3Edge Asset Management, LP
Location
Boston, MA 02110
Credentials
Series 65
Industry experience
16 years
Ashley Koed is a financial advisor at 3Edge Asset Management, LP with 16 years of industry experience. She holds a Series 65 designation and has been with 3Edge since 2016. The firm serves individuals, high-net-worth clients, family offices, endowments, foundations, private retirement plans, and corporations through separately managed accounts and sub-advisory relationships. 3Edge employs a global, multi-asset, top-down allocation approach that combines quantitative research with committee review and stress testing, primarily implementing strategies via index ETFs, including its proprietary 3EDGE Funds and ESG-focused portfolios.
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
225 Franklin Street, 26th Floor
Boston, MA 02110
Massachusetts
3Edge Asset Management, LP
2016 - Present (10 years)
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Real estate agent
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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