Post Oak Private Wealth Advisors offers discretionary and non-discretionary investment management, multi-asset class portfolio strategies, and financial planning services. The firm uses fundamental and technical analysis, focusing on value, safety, quality, and risk control when building global investment portfolios. Post Oak Private Wealth Advisors helps clients with retirement planning, cash management, risk management, tax issues, estate planning, and educational funding. The firm primarily serves individuals, high net worth clients, pension plans, trusts, estates, and corporations, requiring a minimum account size of $1,000,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable based on account size, services offered, and client circumstances. Other programs include Multi-Asset Class Portfolios (1.00% down to 0.35%) and SEI Managed Account Solutions (1.00% down to 0.50%).