Investment Management

Fee Transparency

What will you pay for our portfolio management services?

As your financial advisor, Oak Harvest seeks to always be

  1. Value-added
  2. Transparent
  3. Both reasonable and competitive in the fees for our portfolio management services.

Our Core4 strategy allows us to tailor the strategies, and tools to focus on achieving the vision you hold for retirement, growth, security and ongoing legacy.

We do not receive commissions for buying or selling stocks or mutual funds.  Moreover, we do not receive any back-end or trail fees from mutual fund companies.

We aim to keep our interests are aligned with yours: as your account grows, so do we.

Portfolio Management Fees

Individuals have unique needs and goals. So our advice is always based on your personal financial situation, goals, and risk tolerance.  Our portfolio management services provide asset allocation, on-going investment account management, security selection and trading, and strategies and tools not available through some financial planners and retail brokerage firms.

Portfolio Management Fee Schedule

AssetsAnnual Fees
$1,000,000 – $1,499,9991.00%
$1,500,000 – $1,999,999.95%
$2,000,000 – $2,999,999.90%
$3,000,000 – $3,999,999.85%
$4,000,000 – $4,999,9999.80%
$5,000,000 – $9,999,9999.75%
$10,000,000 – $24,999,999.60%
$25,000,000 and Over.50%




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