Old Beach Investment Advisors provides continuous investment management services on a discretionary basis, meaning the firm makes trades on behalf of clients without needing prior approval for each individual transaction. Old Beach Investment Advisors focuses primarily on long-term equity strategies, investing in common stocks, exchange-traded funds, mutual funds, debt instruments, and other securities. Portfolios are customized to match client objectives and risk tolerance, with a strong emphasis on diversification across asset classes and sectors. Old Beach Investment Advisors serves high-net-worth individuals, families, corporate pension and profit-sharing plans, charitable organizations, and other businesses. The firm also offers fixed insurance products through certain representatives who are licensed insurance agents. Old Beach Investment Advisors is owned by WoodHouse Partners and operates out of Houston, Texas.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.60% |
Fees are negotiable for accounts with over $50 million in assets.