Advisor at Rule One Partners, LLC
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Firm
Rule One Partners, LLC
Location
Moreland, GA 30259-2939
Credentials
Series 65
Industry experience
11 years
Philip Town is a financial advisor at Rule One Partners, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Rule One Partners since 2012. Town is also the owner of Rule One Investing, a stock investing education company. Rule One Partners primarily serves pooled investment vehicles and institutional clients, managing a private hedge fund and other pooled products. The firm applies consistent investment strategies across managed accounts and funds, with daily portfolio monitoring by its owner.
Based on Rule One Partners, LLC
20% of capital appreciation (performance fee) for Rule One Capital; no management fee for Rule One Capital; Rule One Fund pays management fee as stated in its prospectus (negotiated individually)
Account minimum: $20,000
891 Bear Creek Rd
Moreland, GA 30259-2939
Georgia
Rule One Partners, LLC
2012 - Present (14 years)
Rule One Investing, LLC
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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.
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