A complete list of active advisors currently associated with Three Dots Advisory LLC
Warmer can help you find a great advisor at Three Dots Advisory LLC or one who fits your needs even better.
Three Dots Advisory LLC serves high‑net‑worth individuals and provides discretionary portfolio management through separately managed accounts at a single qualified custodian, along with non‑discretionary hourly investment consulting on portfolio allocation and strategy. Advisory services are limited to U.S.‑listed equities, exchange‑traded funds, and exchange‑listed options and are delivered on an account‑by‑account basis. The firm offers two discretionary approaches: an active long strategy that combines technical and fundamental analysis and may use options, and an index‑enhancement strategy that maintains S&P 500 ETF exposure and can adjust exposure through leveraged ETFs. Services are tailored using questionnaires and client conversations to determine the appropriate active or passive approach, and accounts are monitored on a regular schedule with additional reviews triggered by significant drawdowns or changes in client circumstances. Noteworthy features include the availability of hourly consulting fees—an uncommon billing arrangement for firms with no active advisors—and the firm’s focus on direct portfolio management for individual SMA clients while explicitly not acting as a private‑fund adviser. The firm also manages accounts side‑by‑side under both asset‑based and performance‑based fee structures, requires clients to custody at a single broker‑dealer to support its operational model, and discloses written allocation, aggregation, and personal‑trading policies to address related conflicts; the brochure represents an initial filing and reports no assets under management to date.
To learn more about the advisors currently working at Three Dots Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 0
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