Greg Newman
Greg Newman is a CFA-designated registered investment advisor at Three Oaks Partners Investment Counsel LLC, based in Clearwater, FL, with 8 years of industry experience. Greg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Estate Planning, and 7 more. Their firm serves 22 clients with $6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. Family member accounts living in the same household may be combined to reach lower fee tiers.
Fee Estimator
Location
1901 Ulmerton Road, Suite 625-304, Clearwater, FL, 33762
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Greg is a managing member of Three Oak Partners LLC, an equipment leasing company, since 2007, and co-owner/general partner of MCFIRE Capital, LLC, a holding company, since April 2024. He spends about 10-20% of his time on each of these activities.
Employment History
Current Registrations
Three Oaks Partners Investment Counsel LLC
Previous Registrations
Northern Trust Investments, Incorporated
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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