Bethany Ely is a registered investment advisor at Three Oaks Wealth, based in Gold River, CA, with 2 years of industry experience. Bethany 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, and 1 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
Location
2377 Gold Meadow Way, Suite 220, Gold River, CA, 95670
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Three Oaks Wealth
State Registrations2 states
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