William Driscoll
William Driscoll is a CFP-designated registered investment advisor at Great Oak Capital Partners, LLC, based in South Easton, MA, with 28 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 591 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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
Location
105R Depot Street, Suite 5, South Easton, MA, 02375
Get directionsHistory
Regulatory 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 ActivitiesSells Insurance
William owns William Driscoll Insurance Inc. and sells insurance products, dedicating about 10-20% of his time. He also works as an actor/singer/performer (minimal time), owns residential rental properties (about 10-20% of his time), and works as a FINRA dispute resolution arbitrator/consultant (about 10-20% of his time).
Employment History
Current Registrations
Great Oak Capital Partners, LLC
Driscoll Financial
Previous Registrations
The Investment Center, INC.Broker
Ic Advisory Services, INC.
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Freedom Asset Management, INC.
Freedom Financial, INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.