Great Oak Capital Partners offers wealth management and financial planning services to individuals, high net worth individuals, trusts, estates, and retirement plans. Great Oak creates customized investment solutions through personal client contact, offering both discretionary and non-discretionary investment management. They construct portfolios using low-cost, diversified mutual funds and exchange-traded funds, and may also use bonds and other investment products. Financial planning services are offered as part of wealth management or as a stand-alone service, covering areas like investment planning, retirement planning, and education savings.
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.
