Oak Harvest Investment Services
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
About This Firm
Oak Harvest Investment Services offers portfolio management and financial planning/consulting services. Financial planning covers investment, risk management, tax, divorce, legacy, retirement, education, income, and debt planning. Portfolio management is tailored to client goals and includes ongoing financial consulting and planning.
Fee Structure
AUM-Based Fees (Tiered)
| 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% |
Fee Estimator
For portfolio management, you'll pay an annual fee based on your portfolio size (see rates in table). Financial planning and consulting are also offered as stand-alone services. Financial consulting is billed hourly, ranging from $150 to $450 per hour. Financial plan creation ranges from $2,400 to $25,000, depending on complexity. Ongoing review and monitoring of a financial plan ranges from $150 to $5,000 per year. A technology service fee of $50 per year, per custodial account, is also assessed.
Areas of Practice
Location
920 Memorial City Way, Suite 150, Houston, TX, 77024