| 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% |
920 Memorial City Way, Suite 150, Houston, TX, 77024
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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 →Jessica provides insurance services through Oak Harvest Insurance Services, selling annuities, life, health, and long-term care coverage, dedicating about a quarter of her time. She is also a minority owner and partner in OHFG Management, Inc and OHFG Ventures, LP, respectively, overseeing the operations of Oak Harvest Investment Services and Oak Harvest Insurance Services, but these activities do not generate additional revenue and take minimal time.