JN
CFP
JN
CFP

John Russell Noonan

20 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
562 clients
Average Client Portfolio
$695K average
Assets Under Management
$390.3M

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.80%
$1.0M - $2.0M0.70%
$2.0M - $5.0M0.60%
$5M+0.40%

Fees may be negotiable at the sole discretion of the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

105R Depot Street, Suite 5, South Easton, MA, 02375

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Great Oak Capital Partners, LLC
September 2015 - Present · 10 yrs 5 mos
Previous Registrations
Lincoln Financial Advisors Corporation
March 2009 - October 2015 · 6 yrs 7 mos
Lincoln Financial Securities Corporation
July 2005 - May 2009 · 3 yrs 10 mos
State Registrations2 states
FLMA
Advisor
Exams
No exam information available for this advisor.