William Sylvia
William Sylvia is a CFP-designated registered investment advisor at Great Oak Capital Partners, LLC, based in South Easton, MA, with 18 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, Middle Income, and 1 more. 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
Contact
William Sylvia
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 is licensed to sell non-variable insurance, but is no longer actively selling insurance products.
Employment History
Current Registrations
Great Oak Capital Partners, LLC
Previous Registrations
LPL Financial LLC
Lincoln Financial Securities Corporation
State Registrations3 states
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.
Exams