Assets Under Management
$940.8M
Number of Clients
904
Number of Advisors
18
Average Client AUM
$1.0M
AUM per Advisor
$52.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Oak Harvest Investment Services offers portfolio management and financial planning/consulting services. Portfolio management includes investment strategy, asset allocation, and regular monitoring. Financial planning covers investment, retirement, education, and tax concerns. They also offer limited scope financial planning.
| Assets Under Management | 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% |
920 Memorial City Way, Suite 150, Houston, TX, 77024