Three Oaks Partners Investment Counsel offers tailored investment advice and portfolio management, including both discretionary and non-discretionary options. They consider financial planning integral to the investment process, assisting clients in reaching their financial and retirement goals. They also offer financial consulting services covering various aspects of financial management. Three Oaks Partners Investment Counsel does not participate in wrap fee programs.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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