John Cooney is a CFP-designated registered investment advisor at Great Oak Capital Partners, LLC, based in South Easton, MA, with 9 years of industry experience. John 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.
Employment History
Current Registrations
Great Oak Capital Partners, LLC
Previous Registrations
Green and Gold Financial Planning, LLC
State Registrations1 state
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