Christopher Perras
Christopher Perras is a CFA, ChFC-designated registered investment advisor at Oak Harvest Investment Services, based in Houston, TX, with 11 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 904 clients with $940M 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 $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% |
Oak Harvest employees and their family-related accounts are often charged a lower fee for our services.
Fee Estimator
Location
920 Memorial City Way, Suite 150, Houston, TX, 77024
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is an insurance agent with Oak Harvest Insurance Services since 2018, selling annuities, life, health, and long-term care coverage. This activity takes about 10% of Christopher's time and provides 10% of his yearly compensation.
Employment History
Current Registrations
Oak Harvest Investment Services
Previous Registrations
Mosaic Advisors LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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