Troy Sharpe
Troy Sharpe is a CFP-designated registered investment advisor at Oak Harvest Investment Services, based in Houston, TX, with 11 years of industry experience. Troy 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 (2)
Civil
March 2023Criminal
June 1999Other Business ActivitiesSells Insurance
Troy is the President of Oak Harvest Financial Group, LLC, a holding company, since 2010, taking about 10-20% of his time. Since 2012, he is also the President & Agent of Oak Harvest Insurance Services, LLC, an insurance agency, offering insurance products, also taking about 10-20% of his time.
Employment History
Current Registrations
Oak Harvest Investment Services
Previous Registrations
Oak Harvest Investment Services
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.