Charles David Scavone

CFA

Oak Harvest Investment Services

10 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningInvestment ManagementHigh Net Worth

Oak Harvest Investment Services

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

904 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$940.8M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	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%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

920 Memorial City Way, Suite 150, Houston, TX, 77024

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History

Regulatory History (1)

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Regulatory

August 2007

Final

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Employment History

Current Registrations

Oak Harvest Investment Services

January 2023 - Present · 3 yrs 1 mo

Previous Registrations

Patriot Wealth Management, INC.

April 2009 - June 2013 · 4 yrs 2 mos

Rock Ridge Capital LP

August 2007 - December 2008 · 1 yr 4 mos

Aim Alternative Asset Managers, L.P.

January 2003 - December 2004 · 1 yr 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.