Pin Oak Investment Advisors INC
Assets Under Management
$671.9M
Number of Clients
336
Number of Advisors
6
Average Client AUM
$2.0M
AUM per Advisor
$112.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Pin Oak Investment Advisors, Inc. is a client-centered firm offering investment management services through personal investment management, private funds, and family office services. Personal investment management includes financial advice based on individual client circumstances. Financial planning is normally included for investment management clients. The firm also offers financial planning and consulting on a negotiated fee basis. Private funds are offered to eligible clients via private placement memoranda.
Fee Structure
The firm charges an annual fee based on a percentage of assets managed. There are two fee schedules: standard and premium. The standard fee ranges from 0.6% to 1.25%, while the premium fee ranges from 0.85% to 1.50%. In addition to the asset-based fee, there is 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 firm prefers a minimum of $2,000,000 to work with them, but the minimum can be excepted, raised, or lowered at the firm's discretion.
Areas of Practice
Location
510 Bering Drive, Ste 100, Houston, TX, 77057