Great Oak Capital Partners, LLC
Assets Under Management
$390.3M
Number of Clients
562
Number of Advisors
5
Average Client AUM
$695K
AUM per Advisor
$78.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Great Oak Capital Partners provides investment advisory services to individuals, high net worth individuals, trusts, estates, and retirement plans. Services include wealth management, investment management, and financial planning, offered both as a component of wealth management or as a stand-alone service. They use an evidence-based investment approach.
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
Location
105R Depot Street, Suite 5, South Easton, MA, 02375
