Location
5200 Meadows Road 150
Lake Oswego, OR 97035
About this location
THREE OAKS WEALTH offers pension consulting services, portfolio management for businesses, portfolio management for individuals and/or small businesses, educational seminars/workshops, financial planning services and also performs business activities as .
Time in Business
No submission
Total Assets Under Management
$37,658,517
Approximate Fees
Please contact the advisor for additional information on fees.
Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.
Fixed fees
A percentage of assets under management
Hourly charges
Advisors at This Location
Grant Bledsoe
More Info
