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    Investment Management » Oak Harvest Investment Approach » Fiduciary Standard

    Fiduciary Standard

    Oak Harvest Advisors Operate in a Fiduciary Capacity for All Clients

    Not all advisors are legally required to put their clients first. Only those financial advisors who are licensed as Investment Advisor Representatives are required to act in the best interest of their clients with good faith, honesty and total trust at all times.

    The “fiduciary duty” is the highest standard of care and requires going beyond normal “suitability standards” that brokers and insurance agents must adhere to.

    At Oak Harvest, our fees are transparent, in alignment with your interests and always disclosed before you engage us for financial planning or investment advice.

    Our investment recommendations never come with hidden fees or back-door compensation to the advisor — unlike many banks and brokerage firms.

    Fiduciaries are bound to act with undivided loyalty and utmost good faith. That is the Oak Harvest Way.

    Regardless of whether we are acting as your financial advisor, investment manager or retirement planner, we operate with the following principles and duties: 


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    Privacy & Disclosures

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Advisory services are provided through Oak Harvest Investment services, LLC a registered investment adviser. Insurance services are provided through Oak Harvest Insurance services, LLC an insurance agency.

    The logos and trademarks used are the property of their respective owners and no endorsement by those owners of the producer is stated or implied.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.