David Marion is a CFA-designated registered investment advisor at Post Oak Private Wealth Advisors, based in Houston, TX, with 14 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 377 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Post Oak Private Wealth Advisors offers investment management services with fees based on the value of your portfolio. There are different fee schedules depending on the type of portfolio you choose.
Standard Portfolio Management Fees:
- Up to $500,000: 1.50% per year
- $500,000 to $2,500,000: 1.25% per year
- $2,500,000 to $5,000,000: 1.00% per year
- Over $5,000,000: 0.85% per year
Multi-Asset Class Portfolio Fees:
- First $1,000,000: 1.00% per year
- Next $4,000,000: 0.75% per year
- Next $5,000,000: 0.55% per year
- Over $10,000,000: 0.35% per year
Fees are calculated and collected monthly. These fees do not include brokerage commissions or other related costs.
Location
1200 Smith Street, Suite 610, Houston, TX, 77002
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Post Oak Private Wealth Advisors
Previous Registrations
Santa Fe Advisors LLC
First Santa Fe Advisors, LLC
State Registrations1 state
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