Advisor at Three Oaks Partners Investment Counsel LLC
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Firm
Three Oaks Partners Investment Counsel LLC
Location
Clearwater, FL 33762
Credentials
CFA®, Series 63, Series 65
Industry experience
7 years
Greg Newman is a CFA® charterholder with seven years of industry experience. He is currently with Three Oaks Partners Investment Counsel LLC and has previously worked at PNC Institutional Asset Management, Sabal Trust, and Northern Trust Asset Management. Outside of his advisory role, he is involved with MCFIRE Capital, LLC, a holding company for a private investment fund. Three Oaks Partners Investment Counsel LLC primarily serves pooled investment vehicles and institutional clients, offering discretionary and non-discretionary portfolio management, financial consulting, and model portfolios. The firm integrates financial planning into its process and invests across a broad range of instruments in accordance with client mandates.
Based on Three Oaks Partners Investment Counsel LLC
Based on Three Oaks Partners Investment Counsel LLC
Fixed fees between $1,500 and $7,500 for financial consulting services (fee negotiable)
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
$250 per hour for stand-alone financial consulting services (fee negotiable)
Minimum fee: Minimum fee of $600 to open and maintain an advisory account; may be waived at discretion
1901 Ulmerton Road, Suite 625 304
Clearwater, FL 33762
Florida · Missouri · Texas
Three Oaks Partners Investment Counsel LLC
2024 - Present (2 years)
PNC Institutional Asset Management
2019 - 2024 (5 years)
Sabal Trust
2017 - 2018 (1 year)
Northern Trust Asset Management
2007 - 2016 (9 years)
Three Oaks Partners LLC
2007 - Present (19 years)
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Is active or affiliated with:
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Lithia, FL
Southshore Financial Planning
Hi, I'm Chris - Founder and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them to and through retirement so they can live life to the fullest. This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one financial roadmap. Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice. On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.
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