TrueAdvisor
TrueAdvisor
CS
CFA
CS
CFA

Charles David Scavone

Oak Harvest Investment Services
10 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementHigh Net Worth
Oak Harvest Investment Services
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
904 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$940.8M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.37%
$1.0M - $1.5M1.22%
$1.5M - $2.0M1.12%
$2.0M - $3.0M1.07%
$3.0M - $4.0M0.97%
$4.0M - $5.0M0.89%
$5.0M - $10.0M0.81%
$10.0M - $25.0M0.75%
$25M+0.62%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

920 Memorial City Way, Suite 150, Houston, TX, 77024

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History

Regulatory History (1)
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Regulatory
August 2007
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Oak Harvest Investment Services
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Patriot Wealth Management, INC.
April 2009 - June 2013 · 4 yrs 2 mos
Rock Ridge Capital LP
August 2007 - December 2008 · 1 yr 4 mos
Aim Alternative Asset Managers, L.P.
January 2003 - December 2004 · 1 yr 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.