Pin Oak Investment Advisors provides investment management and financial advice based on individual client circumstances. They offer personal investment management, private funds, and family office services. Financial planning is included for investment management clients. Pin Oak may recommend investments in private funds on a non-discretionary basis. The firm also offers financial planning and consulting services on a negotiated fee basis, but this is not a material part of their business.
Assets Under Management$670M
Clients336
Advisors6
Avg. per Client$2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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