Three Oaks Wealth provides financial planning and investment management services to individuals, families, and businesses. They create personalized financial plans and custom investment portfolios based on each client's unique needs and goals. Three Oaks also offers retirement plan consulting services to businesses.
Assets Under Management$61M
Clients83
Advisors3
Avg. per Client$740K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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