James Rouse is a CFP-designated registered investment advisor at Pin Oak Investment Advisors INC, based in Houston, TX, with 23 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 336 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.25% |
| $3.0M - $6.0M | 1.00% |
| $6M+ | 0.85% |
Standard investment management fees are lower. Private fund management fees are higher and governed by fund documents. An annual administration fee of $250 is also charged.
Fee Estimator
Location
510 Bering, Suite 100, Houston, TX, 77057
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pin Oak Investment Advisors INC
State Registrations1 state
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