Great Oak Capital Partners, LLC
Assets Under Management
$390.3M
Number of Clients
562
Number of Advisors
5
Average Client AUM
$695K
AUM per Advisor
$78.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Great Oak Capital Partners offers wealth management services, including comprehensive financial planning and discretionary investment portfolio management. They create customized investment solutions based on client goals, risk tolerance, and financial situations, primarily using low-cost, diversified mutual funds and ETFs.
Fee Structure
Minimum Investment:$500K
AUM-Based Fees (Tiered)
| Assets Under Management | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Location
105R Depot Street, Suite 5, South Easton, MA, 02375
