Daniel Estes is a CFP-designated registered investment advisor at Pin Oak Investment Advisors INC, based in Houston, TX, with 26 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 336 clients with $670M 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 $500K | 1.50% |
| $500K - $3.0M | 1.25% |
| $3.0M - $6.0M | 1.00% |
| $6M+ | 0.85% |
Standard investment management fees are lower. Private fund management fees are higher and governed by fund documents. An annual administration fee of $250 is also charged.
Fee Estimator
Location
510 Bering Drive, Ste 100, Houston, TX, 77057
Get directionsHistory
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
Pin Oak Investment Advisors INC
Previous Registrations
Charles Schwab & CO., INC.
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.