Great Oak Wealth Management provides financial planning and investment advisory services. They help clients set goals, evaluate options, develop recommendations, facilitate implementation, monitor progress, and make adjustments as needed. Their services cover areas like cash flow, debt management, retirement, education, tax, risk management, estate planning, and investment strategy. They also offer comprehensive financial plans without ongoing investment management. Great Oak also provides retirement plan consulting services to plan sponsors.
Assets Under Management$99M
Clients120
Advisors2
Avg. per Client$830K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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