Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementHigh Net Worth
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 ManagementAnnual Fee
Up to $1000K1.37%
$1.0M - $1.5M1.22%
$1.5M - $2.0M1.12%
$2.0M - $3.0M1.07%
$3.0M - $4.0M0.97%
$4.0M - $5.0M0.89%
$5.0M - $10.0M0.81%
$10.0M - $25.0M0.75%
$25M+0.62%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Marcel serves as a Maritime Enforcement Specialist in the U.S. Coast Guard Reserves since 2008. This commitment requires about 10-20% of his time overall, with minimal time during security trading hours.

Employment History
Current Registrations
Oak Harvest Investment Services
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Ae Wealth Management, LLC
June 2022 - January 2024 · 1 yr 7 mos
Ameriprise Financial Services, LLC
October 2017 - April 2022 · 4 yrs 6 mos
Ameriprise Financial Services, LLCBroker
September 2016 - April 2022 · 5 yrs 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.