Oak Harvest Investment Services offers investment management and financial planning services. Financial planning covers investment, risk management, employee benefits, tax, divorce, legacy, retirement, education, income, cash flow, and debt/credit planning. Investment management is tailored to individual goals and includes ongoing financial consulting and planning. Oak Harvest manages portfolios on a discretionary or non-discretionary basis.
Assets Under Management$940M
Clients904
Advisors19
Avg. per Client$1M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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