Three Oaks Wealth

Company Description (LinkedIn): Three Oaks Capital Management, LLC DBA Three Oaks Wealth is a Registered Investment Adviser in the States of Oregon and California. Prior to any advisory work conducted outside these states, Three Oaks Capital Management, LLC DBA Three Oaks Wealth would become registered in that jurisdiction or qualify for an exemption or exclusion to registration.

Our mission is to improve our clients' lives by organizing and optimizing their finances. To do so we act as our clients' chief financial officers, helping them reach their financial goals through thoughtful planning and management of their investments.

Three Oaks is a fee-only firm. This means that we are compensated only by our clients directly, and never through commissions, kickbacks, or revenue sharing agreements. In addition, Three Oaks has a legal obligation to act in a fiduciary capacity as a registered investment advisory firm. This means we must do what's in our clients' best interests at all times. This structure best supports our mission, as it aligns our interests with our clients in a transparent and dutiful way.

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πŸ’ Advisory Services Offered

πŸ’² Compensation Options


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πŸ“ˆ Minimum to Invest:
πŸŽ“ Discounts for Trainees:
πŸ“Š One-time plan creation fee:
πŸ•° Founded: 2014
πŸ‡ΊπŸ‡² SEC Number: N/A
πŸ—ƒ CRD Number: 171082
☎ Phone Number: 916 318-4849
🐦 Twitter:
🦾 Website Accessibility Score: 97 / 100
βŒ› First Indexed: 2023-02-23
πŸ“° Last Updated: 2023-03-22