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.
Visit us at www.threeoakswealth.com.
- ⏳ Active Since: 2014
- 📍 Location: Lake Oswego
- 🔢 Employee Count: 3
- 👥 Followers: 21
From WCI application:
- Services Offered:
Services: Financial planning, investment management - View full WCI application 🔗
From SEC filings:
💁 Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
💲 Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Accounts
- 💰 Total AUM ($Millions): 37
- 🧾 Number of accounts: 237
- 🛍 Average Account Size: $154,804
View more details on Wealthminder 🔗