Post Oak Investment Management provides investment supervisory services through managed accounts. They offer tailored investment advice, including evaluating financial objectives, cash flow management, investment management, retirement needs, and estate planning. The firm creates asset allocation model portfolios using mutual funds and exchange-traded funds to achieve diversification and risk levels appropriate for each client.
Assets Under Management$19M
Clients36
Advisors1
Avg. per Client$530K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable in certain circumstances and may vary from client to client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...