Dustin Humrich is a ChFC-designated registered investment advisor at Oak Harvest Investment Services, based in Houston, TX, with 9 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 7 more. Their firm serves 978 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oak Harvest Investment Services charges an annual fee based on the total value of your investment portfolio, billed quarterly in arrears. The fee rate decreases as your investment amount increases:
- $0 to $999,999 — 1.37% per year
- $1,000,000 to $1,499,999 — 1.22% per year
- $1,500,000 to $1,999,999 — 1.12% per year
- $2,000,000 to $2,999,999 — 1.07% per year
- $3,000,000 to $3,999,999 — 0.97% per year
- $4,000,000 to $4,999,999 — 0.89% per year
- $5,000,000 to $9,999,999 — 0.81% per year
- $10,000,000 to $24,999,999 — 0.75% per year
- $25,000,000 and over — 0.62% per year
This investment management fee is inclusive of financial planning and consulting services. Additionally, portfolio management clients pay a technology service fee of $50 per year for each custodial account.
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
Dustin works part-time for UNTD Energy since 2020, selling residential solar systems. This takes about a quarter of his time.
Employment History
Current Registrations
Oak Harvest Investment Services
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
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.
Exams
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