Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees may be negotiable at the sole discretion of the Advisor. Certain legacy Clients may have fees that differ from the above schedule.
Fee Estimator
Wealth management fees are based on a percentage of your assets under management, billed quarterly. For financial planning services, you'll pay an hourly rate up to $250 per hour or a fixed fee per engagement, which is negotiable. Great Oak generally requires a minimum relationship size of $500,000, but this may be reduced at the advisor's discretion.
Areas of Practice
Advisor Information
Office location
105R Depot Street, Suite 5, South Easton, MA, 02375
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John is a Civil Affairs Officer in the United States Army Reserve, dedicating about 10-20% of his time to this non-investment related activity. He also works as a tax preparer for Great Oak Tax Planning, Inc., spending a few hours per week on tax preparation, planning, and consulting.