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Grant Bledsoe, CFA

Providing Custom and Comprehensive Financial Counsel

Three Oaks Capital Management, LLC

Gold River

CA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Three Oaks Capital Management 5 years, 1 month Apr 2014 - Present
Beau Bonneau Casting 1 year Aug 2010 - Aug 2011
Charles Schwab 6 years, 6 months Sep 2007 - Mar 2014

Designations & Memberships

  • Chartered Financial Analyst Institute
    Membership
    Chartered Financial Analyst Institute
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Financial Analyst
    Designation
    Chartered Financial Analyst
    Widely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.

Articles and Answers

Insights by Grant Bledsoe

Bonds or Bond Funds?
Published 2015-07-02 08:58:12
Risk Management for Business Owners
Published 2015-06-15 16:43:45
Estate Planning for Newlyweds
Published 2015-04-02 10:38:23
A Guide to Target Date Funds, Part II: Usage
Published 2015-01-26 12:01:10
A Guide to Target Date Funds, Part I: History
Published 2015-01-26 11:54:23
5 Ways to Give to Charity
Published 2014-11-10 17:11:08
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    Should I take the lump sum, invest some, or use some of it to reduce the interest on my home mortage?
    Hi Belinda,As John points out, there are a lot of moving parts to this question. The approach I'd recommend is to first decide how much investment risk you're comfortable taking, if you were to invest the lump sum of $92k. If you're comfortable taking a fair amount of risk in your portfolio, the ...  (more)
    Answered Jan 2015
    What are terms and conditions of withdrawing from a 401K savings plan?
    Hi Ofelia,In addition to what Layton mentioned above, some people opt to borrow from their 401k balances rather than take withdrawals. Most advisors will recommend this as a very last resort though, for several reasons:1) You don't pay taxes on your 401k contributions or the gains from investment...  (more)
    Answered Oct 2014
    Why would a company enter into a futures contract to sell more of a commodity than it expects to produce?
    Hi John,As John Essigman pointed out above, commodities producers often "hedge" their production proceeds by purchasing futures contracts. As you imply, they often lock in the price of their crops via futures contracts. Thus, if the market price of their crop falls they still command the contract...  (more)
    Answered Oct 2014
    I received a letter stating I have shares within UAL corporation. I cannot find anyone, phone number of who can help me.
    Hi Ami,We'd need a bit more information about this letter in order to help you: who it's from, where the shares are held, what exactly was said, and what you're seeking....  (more)
    Answered Nov 2014
    How much can I make on 150k Over the next 10 years?
    Paul,In addition to what David mentions above, your hope for 8-10% per year may be somewhat aggressive. Remember that there is always a trade off between risk and return when investing. More risk = more potential return. You can certainly aim for 8-10% per year in your retirement portfolio, but ...  (more)
    Answered Oct 2014
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Apr 12, 2018
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        Apr 12, 2018
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Three Oaks Capital Management, LLC

      Last updated on March 29, 2017
        • $5.0M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 28
          Accounts
        • $178.6K
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements