Dwane Bacak is a CFA-designated registered investment advisor at Oak Harvest Investment Services, based in Houston, TX, with 16 years of industry experience. Dwane 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
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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 →Other Business Activities
Dwane is the Chief Financial Officer at Cement Crafters LLC, advising a furniture manufacturing company started by his wife and son. He dedicates a few hours per week to this activity outside of trading hours.
Employment History
Current Registrations
Oak Harvest Investment Services
Previous Registrations
Invesco Capital Markets, INC.Broker
Invesco Distributors, INC.Broker
A I M Distributors, INC.Broker
State Registrations2 states
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