James White is a CFP-designated registered investment advisor at Great Oak Wealth Management, INC, based in Pottstown, PA, with 22 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 120 clients with $99M 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 $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees are prorated for cash flows exceeding $100,000 in a particular calendar quarter.
Fee Estimator
Contact
James White
Location
Pottstown, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James works full-time as a network planner for Verizon Communications since 1991, designing and planning outside plant facilities. He dedicates 7 hours to this business during securities trading hours.
Employment History
Current Registrations
Great Oak Wealth Management, INC
State Registrations1 state
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