Majestic Oak Financial, LLC offers financial planning services ranging from one-time checkups to ongoing comprehensive plans. They also provide investment advisory services, including daily monitoring of economic data and quarterly performance reports. Investment strategies are tailored to each client's goals and risk tolerance. Majestic Oak Financial requires clients to use Charles Schwab & Co. as their custodian.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees are negotiable for accounts of $3,000,000 and above. Client extended family household accounts may be aggregated to qualify for a lower fee. Family members of Majestic Oak Financial, LLC employees will receive a discounted fee. A minimum quarterly fee of $12.50 is imposed for aggregated accounts under $5,000. A fee of $25 per quarter is imposed for aggregated accounts of $5,001 to $10,000.