Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.25% |
| $3.0M - $6.0M | 1.00% |
| $6M+ | 0.85% |
The fee structure shown is the 'Premium services investment management fee'. The firm also has a 'Standard investment management fee' schedule with lower rates. The firm reserves the right to deviate from the stated fee schedules.
Fee Estimator
Pin Oak Investment Advisors charges an annual fee based on a percentage of the market value of assets managed. There are two fee schedules: standard and premium. The standard fee schedule ranges from 1.25% on the first $500,000 to 0.6% on amounts over $6 million. The premium fee schedule ranges from 1.50% on the first $500,000 to 0.85% on amounts over $6 million. There is also an annual administration fee of $250. Stand-alone financial planning services, if charged, generally range from $1,000 to $5,000 on a fixed fee basis, or from $250 to $600 on an hourly rate basis. The company prefers a minimum of $2,000,000 to provide investment advice.
Areas of Practice
Advisor Information
Office location
510 Bering, Suite 100, Houston, TX, 77057
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