Three Oaks Partners Investment Counsel is a registered investment advisor based in Clearwater, Florida, offering personalized portfolio management and financial planning services. Three Oaks Partners Investment Counsel helps clients build customized investment portfolios using stocks, exchange-traded funds, bonds, and alternative investments, while continuously monitoring performance and adjusting allocations as market conditions or personal circumstances change. For clients seeking retirement guidance, Three Oaks Partners Investment Counsel offers the Total Retirement Income Plan program, which delivers comprehensive financial plans covering Social Security strategies, tax planning opportunities, and distribution sequencing. Additionally, Three Oaks Partners Investment Counsel provides ongoing financial consulting covering cash flow analysis, budgeting, and estate review.
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% |
Fees are negotiable. Family member accounts living in the same household may be combined to reach lower fee tiers.