Nicholas Ryan is a registered investment advisor at Oak Harvest Investment Services, based in Houston, TX, with 4 years of industry experience. Nicholas 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
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 ActivitiesSells Insurance
Nicholas provides financial advice to clients through 49 Financial, dedicating full-time hours to this role. He also works as an insurance agent for Financial Independence Group, spending about 10-20% of his time selling life insurance and annuities.
Employment History
Current Registrations
Oak Harvest Investment Services
Previous Registrations
49 Financial
Purshe Kaplan Sterling InvestmentsBroker
State Registrations1 state
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