Post Oak Financial provides legacy planning and investment consulting services. Post Oak Financial does not offer direct asset management but will refer clients to third-party money managers. The firm also offers consulting on premium finance loans. The firm's Managing Member is affiliated with Isthmus Capital, LLC through which it sells insurance products.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Post Oak Financial does not offer direct asset management services. Instead, Post Oak Financial refers clients to third-party money managers, such as Gradient Investments, LLC. Fees for asset management are billed according to the third-party money manager's fee schedule.
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