Majestic Oak Financial offers comprehensive financial planning and investment management services to individuals, high net worth individuals, trusts, estates, and business entities. Led by founder Anna M. Popke, the firm creates customized strategies based on each client's individual goals, risk tolerance, and outside investments. For investment management, Majestic Oak Financial monitors global markets, builds diversified portfolios primarily using mutual funds, and handles ongoing rebalancing. The firm also offers standalone financial planning services ranging from simple checkups to comprehensive retirement and tax planning strategies. Majestic Oak Financial operates independently with no account minimums or net worth requirements to open an account, and requires clients to hold their assets through Charles Schwab & Co., Inc.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees are negotiable for accounts of $3,000,000 and above, as well as for certain employer retirement plans and employee family members. Family household accounts may be aggregated.