Grant Bledsoe is a CFA, CFP-designated registered investment advisor at Three Oaks Wealth, based in Gold River, CA, with 11 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 83 clients with $61M 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 $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.88% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.63% |
| $5M+ | 0.50% |
The minimum quarterly fee is $1,250, which may be waived at the discretion of Three Oaks Capital. Fees are negotiable.
Fee Estimator
Contact
Grant Bledsoe
Location
2377 Gold Meadow Way, Suite 220, Gold River, CA, 95670
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Grant is the founder and principal of Three Oaks Tax, a firm offering tax preparation, consulting, and related services since February 2024. Grant spends minimal time on this activity.
Employment History
Current Registrations
Three Oaks Wealth
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
Additional Information
Grant started working in the financial services industry in 2007. Prior to founding Three Oaks Capital Management in 2014, Grant was a Senior Manager and Trader in the securities lending group at Charles Schwab & Co., Inc. Grant is a CERTIFIED FINANCIAL PLANNER™and a CFA Charterholder. He is frequently quoted in several national publications, including Forbes, CNBC, The Huffington Post, and U.S. News. Grant's focus through Three Oaks Capital Management is on helping his clients make consistently smart financial decisions, avoid mistakes, and live enjoyable and fulfilling lives.