Greg Newman
Greg Newman is a CFA-designated registered investment advisor at Three Oaks Partners Investment Counsel LLC, based in Clearwater, FL, with 7 years of industry experience. Greg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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% |
Initial account setup fee of $1,000 and a $1,000 account termination fee if the account is closed within one year. These fees are negotiable. Family accounts may be combined to determine the applicable advisory fee.
Fee Estimator
Location
1901 Ulmerton Road, Suite 625-304, Clearwater, FL, 33762
Get directionsHistory
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.