Post Oak Investment Management, INC
Assets Under Management
$19.0M
Number of Clients
36
Number of Advisors
1
Avg. Portfolio per Client
$528K
Avg. Managed per Advisor
$19.0M
Compensation
Fee-Only (% of Portfolio)
About This Firm
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.
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
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Areas of Practice
Investment Management
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Location
4265 San Felipe, Suite 1100, Houston, TX, 77027-2998