Mark Garbacik is a CFP-designated registered investment advisor at Old Oak Financial Planning, INC., based in Brighton, MI, with 16 years of industry experience. Mark 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 260 clients with $150M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
All fees are subject to negotiation.
Fee Estimator
Location
7077 Fieldcrest Dr., Suite 400, Brighton, MI, 48116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Old Oak Financial Planning, INC.
State Registrations2 states
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