Edward Rossi
Edward Rossi is a CFP-designated registered investment advisor at Oak Harvest Investment Services, based in Houston, TX, with 32 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 904 clients with $940M 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 $1000K | 1.37% |
| $1.0M - $1.5M | 1.22% |
| $1.5M - $2.0M | 1.12% |
| $2.0M - $3.0M | 1.07% |
| $3.0M - $4.0M | 0.97% |
| $4.0M - $5.0M | 0.89% |
| $5.0M - $10.0M | 0.81% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.62% |
Oak Harvest employees and their family-related accounts are often charged a lower fee for our services.
Fee Estimator
Location
920 Memorial City Way, Suite 150, Houston, TX, 77024
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2011Other Business ActivitiesSells Insurance
Edward works as an insurance agent for Oak Harvest Insurance Services, selling annuities and life insurance since 2020. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Oak Harvest Investment Services
Previous Registrations
Oak Harvest Investment Services
E*trade Securities LLCBroker
E*trade Capital Management, LLC
Financial Engines Advisors L.L.C.
Edelman Financial Services, LLC
Ef Legacy Securities, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
PNC InvestmentsBroker
PNC Investments
Edelman Financial
First Tennessee Brokerage, INC.Broker
Ftb Advisors, INC.
Suntrust Securities, INC.
Suntrust Securities, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.